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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
401
Carlson Capital Management
Minnesota
$844K +$145K +2,080 +19%
FCBT
402
First Citizens Bank & Trust
North Carolina
$835K -$183K -2,626 -17%
ZP
403
Zimmer Partners
New York
$833K +$871K +12,500 New
Credit Agricole
404
Credit Agricole
France
$807K
DCM
405
Dupont Capital Management
Delaware
$800K -$19K -273 -2%
BWM
406
BerganKDV Wealth Management
Minnesota
$797K -$83.1K -1,192 -9%
KNW
407
Kesler Norman & Wride
Utah
$797K +$833K +11,947 New
AMG
408
Advisors Management Group
Wisconsin
$786K +$488 +7 +0.1%
TW
409
Transform Wealth
Colorado
$784K +$6.9K +99 +0.8%
FIM
410
Freedom Investment Management
Connecticut
$779K +$244K +3,500 +43%
FNBT
411
FineMark National Bank & Trust
Florida
$771K
CWM
412
Chronos Wealth Management
Florida
$766K
LWCFA
413
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$762K
BFS
414
Bard Financial Services
Connecticut
$758K +$793K +11,375 New
BRWA
415
B. Riley Wealth Advisors
Florida
$753K -$301K -4,314 -28%
MIAN
416
Mariner Independent Advisor Network
Kansas
$751K +$40K +574 +5%
DCM
417
Donaldson Capital Management
Indiana
$747K -$226K -3,245 -22%
WS
418
Wedbush Securities
California
$741K +$49.6K +712 +7%
PAMP
419
Polar Asset Management Partners
Ontario, Canada
$737K +$770K +11,053 New
BCM
420
Brasada Capital Management
Texas
$736K -$73.2K -1,050 -9%
CFA
421
Cahill Financial Advisors
Minnesota
$733K +$7.53K +108 +1%
CAM
422
Carret Asset Management
New York
$732K +$48.8K +700 +7%
BPM
423
Bowling Portfolio Management
Ohio
$730K -$96.6K -1,386 -11%
TW
424
TrinityPoint Wealth
Connecticut
$728K +$10.2K +146 +1%
TWI
425
Thomas White International
Illinois
$719K -$399K -5,722 -35%