Xcel Energy Inc (NYSE:XEL)

30.98
Data as of Aug 01
 +0.18 / +0.58%
Today’s Change
26.90
Today|||52-Week Range
32.37
+10.88%
Year-to-Date
Institutional investors hold a majority ownership of XEL through the 70.40% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Electric Utilities industry. Last, during the quarter ended March 2014, these large investors purchased a net $13.5 million shares.
Mutual fund holders45.02%
Other institutional25.38%
Individual stakeholders0.56%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014ABERDEEN ASSET MANAGERS LTD.  Bought 696.6 Thousand shares of Xcel Energy Inc
6/30/2014ANDRA AP-FONDEN  Bought 312.8 Thousand shares of Xcel Energy Inc
6/30/2014HENNESSY ADVISORS, INC. (INVESTM...  Bought 81.0 Thousand shares of Xcel Energy Inc

Top 10 Owners of Xcel Energy Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Franklin Advisers, Inc.6.41%32,188,0741,037,421,625+978,460+3.14%
T. Rowe Price Associates, Inc.5.82%29,231,180942,120,931+1,674,667+6.08%
The Vanguard Group, Inc.5.06%25,380,139818,001,880+518,973+2.09%
SSgA Funds Management, Inc.4.73%23,738,576765,094,304-103,630-0.43%
BlackRock Fund Advisors4.72%23,666,705762,777,902-133,133-0.56%
Wellington Management Co. LLP3.28%16,481,555531,200,518-68,983-0.42%
JPMorgan Investment Management, I...2.19%11,005,397354,703,945-709,686-6.06%
Fidelity Management & Research Co...1.94%9,729,110313,569,215+816,873+9.17%
Capital Research & Management Co....1.82%9,131,000294,292,13000.00%
Artisan Partners LP1.56%7,820,721252,061,838+7,820,721--

Top 10 Mutual Funds Holding Xcel Energy Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Franklin Income Fund4.58%23,000,000741,290,00000.00%
T Rowe Price Capital Appreciation...2.42%12,124,049390,758,099+1,144,787+10.43%
Vanguard Total Stock Market Index...1.55%7,789,470251,054,618+110,939+1.44%
SPDR Series - Utilities Select Se...1.34%6,722,096216,653,154+1,291,121+23.77%
Vanguard Wellesley Income Fund1.19%5,993,460193,169,21600.00%
Artisan Mid Cap Value Fund1.18%5,916,364190,684,412+5,916,364--
T Rowe Price Equity Income Fund1.17%5,865,200189,035,39600.00%
American Funds Capital Income Bui...1.10%5,516,000177,780,68000.00%
Vanguard 500 Index Fund1.03%5,164,598166,454,994+204,113+4.11%
Vanguard Institutional Index Fund0.99%4,962,091159,928,193-100-0.00%

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