Xcel Energy Inc (NYSE:XEL)

32.90
Data as of Oct 24
 +0.20 / +0.61%
Today’s Change
27.27
Today|||52-Week Range
33.05
+17.75%
Year-to-Date
Institutional investors hold a majority ownership of XEL through the 71.78% 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 June 2014, these large investors purchased a net $10.5 million shares.
Mutual fund holders46.12%
Other institutional25.64%
Individual stakeholders0.56%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2014NORDEA INVESTMENT MANAGEMENT AB ...  Bought 233.8 Thousand shares of Xcel Energy Inc
8/29/2014CANDRIAM BELGIUM SA  Bought 99.7 Thousand shares of Xcel Energy Inc
9/30/2014HENNESSY ADVISORS, INC. (INVESTM...  Bought 79.0 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%32,395,904984,835,482+207,830+0.65%
T. Rowe Price Associates, Inc.6.29%31,785,220966,270,688+2,554,040+8.74%
The Vanguard Group, Inc.5.18%26,167,783795,500,603+787,644+3.10%
BlackRock Fund Advisors5.09%25,697,989781,218,866+2,031,284+8.58%
SSgA Funds Management, Inc.5.07%25,607,714778,474,506+1,869,138+7.87%
Wellington Management Co. LLP3.43%17,325,530526,696,112+843,975+5.12%
JPMorgan Investment Management, I...2.20%11,125,698338,221,219+120,301+1.09%
Capital Research & Management Co....1.81%9,131,000277,582,40000.00%
Artisan Partners LP1.51%7,610,922231,372,029-209,799-2.68%
Fidelity Management & Research Co...1.33%6,734,961204,742,814-2,994,149-30.78%

Top 10 Mutual Funds Holding Xcel Energy Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Franklin Income Fund4.55%23,000,000699,200,00000.00%
T Rowe Price Capital Appreciation...2.74%13,841,309420,775,794+1,717,260+14.16%
Vanguard Total Stock Market Index...1.57%7,938,797241,339,429+149,327+1.92%
Vanguard Wellesley Income Fund1.21%6,097,960185,377,984+104,500+1.74%
T Rowe Price Equity Income Fund1.16%5,865,200178,302,08000.00%
Artisan Mid Cap Value Fund1.15%5,814,874176,772,170-101,490-1.72%
American Funds Capital Income Bui...1.09%5,516,000167,686,40000.00%
SPDR Series - Utilities Select Se...1.05%5,309,376161,405,030-254,692-4.58%
SPDR S&P 500 ETF1.02%5,148,163156,504,155+277,308+5.69%
Vanguard 500 Index Fund1.02%5,151,650156,610,160-12,948-0.25%

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