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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Chronos Wealth Management
Florida
$778K – – –
CAM
402
Cresset Asset Management
Illinois
$778K +$235K +3,601 +46%
AMG
403
Advisors Management Group
Wisconsin
$774K +$522 +8 +0.1%
Vontobel Holding
404
Vontobel Holding
Switzerland
$771K -$344K -5,271 -32%
OTL
405
Oak Thistle LLC
New York
$771K +$743K +11,393 New
BFS
406
Bard Financial Services
Connecticut
$770K – – –
LWCFA
407
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$762K -$10.4K -160 -1%
KA
408
KLCM Advisors
Wisconsin
$762K – – –
WorldQuant Millennium Advisors
409
WorldQuant Millennium Advisors
New York
$761K – – –
MC
410
Moors & Cabot
Massachusetts
$754K +$109K +1,675 +18%
DGAM
411
Desjardins Global Asset Management
Quebec, Canada
$750K +$722K +11,079 New
SC
412
Savant Capital
Illinois
$743K +$133K +2,047 +23%
TWM
413
Tradition Wealth Management
Minnesota
$738K +$51K +782 +8%
CFA
414
Cahill Financial Advisors
Minnesota
$734K +$652 +10 +0.1%
ACP
415
Aveo Capital Partners
Colorado
$718K +$2.28K +35 +0.3%
V
416
Veritable
Delaware
$715K -$200K -3,069 -23%
AWM
417
Avior Wealth Management
Nebraska
$715K -$163K -2,495 -19%
OBGC
418
O'Brien Greene & Co
Pennsylvania
$715K +$2.48K +38 +0.4%
PCIA
419
Prime Capital Investment Advisors
Kansas
$712K +$28.9K +444 +4%
MFW
420
Mosaic Family Wealth
Missouri
$709K – – –
Los Angeles Capital Management
421
Los Angeles Capital Management
California
$705K +$679K +10,420 New
Caisse de Depot et Placement du Quebec (CDPQ)
422
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$697K -$13K -200 -2%
FNBTCON
423
First National Bank & Trust Co of Newtown
Pennsylvania
$697K – – –
CAM
424
Carret Asset Management
New York
$696K -$13K -200 -2%
SLI
425
Sumitomo Life Insurance
Japan
$691K -$15.5K -238 -2%