Xcel Energy Inc (NYSE:XEL)

31.33
Data as of Apr 17
 -0.29 / -0.92%
Today’s Change
26.90
Today|||52-Week Range
31.79
+12.13%
Year-to-Date
Institutional investors hold a majority ownership of XEL through the 68.25% 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 December 2013, these large investors purchased a net $4.6 million shares.
Mutual fund holders43.83%
Other institutional24.42%
Individual stakeholders0.56%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2014FIDEURAM ASSET MANAGEMENT (IRELA...  Bought 16.2 Thousand shares of Xcel Energy Inc
2/28/2014DANSKE BANK A/S (INVESTMENT MANA...  Bought 11.3 Thousand shares of Xcel Energy Inc
3/31/2014TRANSAMERICA FINANCIAL ADVISORS,...  Bought 9.7 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.6.26%31,209,614947,523,881+199,070+0.64%
T. Rowe Price Associates, Inc.5.53%27,556,513836,615,735+6,702,412+32.14%
The Vanguard Group, Inc.4.99%24,861,166754,785,000+275,865+1.12%
SSgA Funds Management, Inc.4.79%23,842,206723,849,374-389,940-1.61%
BlackRock Fund Advisors4.78%23,799,838722,563,082+2,379,990+11.11%
Wellington Management Co. LLP3.32%16,550,538502,474,334-682,837-3.96%
JPMorgan Investment Management, I...2.35%11,715,083355,669,920-12,291,696-51.20%
Capital Research & Management Co....1.83%9,131,000277,217,16000.00%
Fidelity Management & Research Co...1.79%8,912,237270,575,515+4,335,573+94.73%
Northern Trust Investments, Inc.1.26%6,293,661191,075,548+30,241+0.48%

Top 10 Mutual Funds Holding Xcel Energy Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Franklin Income Fund4.62%23,000,000698,280,00000.00%
T Rowe Price Capital Appreciation...2.20%10,979,262333,330,394+4,030,262+58.00%
Vanguard Total Stock Market Index...1.53%7,605,179230,893,234+33,742+0.45%
Vanguard Wellesley Income Fund1.20%5,993,460181,961,446-201,800-3.26%
T Rowe Price Equity Income Fund1.18%5,865,200178,067,472+100,000+1.73%
American Funds Capital Income Bui...1.11%5,516,000167,465,76000.00%
SPDR Series - Utilities Select Se...1.03%5,140,445156,063,910-286,766-5.28%
Vanguard Institutional Index Fund0.99%4,928,591149,632,023+14,200+0.29%
JPMorgan Mid Cap Value Fund0.99%4,905,896148,943,00300.00%
Vanguard 500 Index Fund0.97%4,854,258147,375,273+25,900+0.54%

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