Xcel Energy Inc (NYSE:XEL)

33.59
Delayed Data
As of Jul 28
 +0.25 / +0.75%
Today’s Change
29.60
Today|||52-Week Range
38.35
-6.49%
Year-to-Date
Institutional investors purchased a net $2.0 million shares of XEL during the quarter ended March 2015 and now own 70.05% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Electric Utilities industry and highlights that the smart money sees this stock as an important holding.
Mutual fund holders42.33%
Other institutional27.72%
Individual stakeholders0.58%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2015BMO ASSET MANAGEMENT, INC.  Bought 214.2 Thousand shares of Xcel Energy Inc
6/30/2015NORDEA INVESTMENT MANAGEMENT AB ...  Bought 54.4 Thousand shares of Xcel Energy Inc
6/30/2015NATIONAL PENSION SERVICE OF KORE...  Bought 33.5 Thousand shares of Xcel Energy Inc

Top 10 Owners of Xcel Energy Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.5.78%29,287,674942,477,349+1,399,566+5.02%
Franklin Advisers, Inc.5.41%27,425,614882,556,259-400,400-1.44%
BlackRock Fund Advisors5.39%27,301,096878,549,269+30,856+0.11%
SSgA Funds Management, Inc.4.91%24,910,783801,628,997-1,432,613-5.44%
JPMorgan Investment Management, I...3.49%17,686,606569,154,981+6,116,435+52.86%
Wellington Management Co. LLP3.06%15,492,575498,551,064-1,021,260-6.18%
T. Rowe Price Associates, Inc.1.94%9,847,382316,888,753-3,940,768-28.58%
Artisan Partners LP1.25%6,354,002204,471,784-644,328-9.21%
Millennium Management LLC1.20%6,066,097195,207,001-41,617-0.68%
Northern Trust Investments, Inc.1.15%5,846,186188,130,265-24,476-0.42%

Top 10 Mutual Funds Holding Xcel Energy Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Franklin Income Fund3.65%18,500,000595,330,000+500,000+2.78%
Vanguard Total Stock Market Index...1.75%8,866,349285,319,111-2,739-0.03%
Vanguard Wellesley Income Fund1.21%6,142,960197,680,45300.00%
T Rowe Price Equity Income Fund1.16%5,865,200188,742,13600.00%
Vanguard 500 Index Fund1.15%5,815,184187,132,621+60,334+1.05%
SPDR Series - Utilities Select Se...1.08%5,476,132176,221,928-380,186-6.49%
Vanguard Institutional Index Fund1.07%5,412,538174,175,473+59,082+1.10%
Franklin Utilities Fund0.95%4,800,000154,464,000+200,000+4.35%
JPMorgan Mid Cap Value Fund0.94%4,755,649153,036,78500.00%
SPDR S&P 500 ETF0.93%4,691,431150,970,250-25,983-0.55%

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