Xcel Energy Inc (NYSE:XEL)

32.05
Data as of Aug 29
 +0.21 / +0.66%
Today’s Change
26.90
Today|||52-Week Range
32.37
+14.71%
Year-to-Date
Institutional investors hold a majority ownership of XEL through the 72.38% 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 $10.1 million shares.
Mutual fund holders45.65%
Other institutional26.73%
Individual stakeholders0.56%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014T. ROWE PRICE ASSOCIATES, INC.  Bought 2.6 Million shares of Xcel Energy Inc
6/30/2014BLACKROCK FUND ADVISORS  Bought 2.0 Million shares of Xcel Energy Inc
6/30/2014SSGA FUNDS MANAGEMENT, INC.  Bought 1.9 Million shares of Xcel Energy Inc

Top 10 Owners of Xcel Energy Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Franklin Advisers, Inc.6.45%32,395,904997,793,843+207,830+0.65%
T. Rowe Price Associates, Inc.6.33%31,785,220978,984,776+2,554,040+8.74%
The Vanguard Group, Inc.5.21%26,167,783805,967,716+787,644+3.10%
BlackRock Fund Advisors5.12%25,697,989791,498,061+2,031,284+8.58%
SSgA Funds Management, Inc.5.10%25,607,714788,717,591+1,869,138+7.87%
Wellington Management Co. LLP3.45%17,325,530533,626,324+843,975+5.12%
JPMorgan Investment Management, I...2.22%11,125,698342,671,498+120,301+1.09%
Capital Research & Management Co....1.82%9,131,000281,234,80000.00%
Artisan Partners LP1.52%7,610,922234,416,398-209,799-2.68%
Fidelity Management & Research Co...1.34%6,734,961207,436,799-2,994,149-30.78%

Top 10 Mutual Funds Holding Xcel Energy Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Franklin Income Fund4.58%23,000,000708,400,00000.00%
T Rowe Price Capital Appreciation...2.42%12,124,049373,420,709+1,144,787+10.43%
Vanguard Total Stock Market Index...1.55%7,789,470239,915,676+110,939+1.44%
SPDR Series - Utilities Select Se...1.23%6,155,269189,582,285-566,827-8.43%
Vanguard Wellesley Income Fund1.22%6,097,960187,817,168+104,500+1.74%
T Rowe Price Equity Income Fund1.17%5,865,200180,648,16000.00%
Artisan Mid Cap Value Fund1.16%5,814,874179,098,119-101,490-1.72%
American Funds Capital Income Bui...1.10%5,516,000169,892,80000.00%
Vanguard 500 Index Fund1.03%5,151,650158,670,820-12,948-0.25%
SPDR S&P 500 ETF1.00%5,012,419154,382,505+146,358+3.01%

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