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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
KC
401
Kenfarb & Co
Kentucky
$930K
PHK
402
Point72 Hong Kong
Hong Kong
$928K -$329K -4,788 -27%
CAGAS
403
Capital Advisory Group Advisory Services
Minnesota
$921K +$18.2K +265 +2%
FWM
404
Finer Wealth Management
Massachusetts
$920K
FCBT
405
First Citizens Bank & Trust
North Carolina
$916K +$74K +1,077 +9%
GRP
406
Global Retirement Partners
California
$912K +$822K +11,959 New
AIL
407
AGF Investments LLC
Ontario, Canada
$908K +$865K +12,586 New
RIM
408
Redpoint Investment Management
Australia
$903K -$2.41M -35,063 -74%
AWM
409
Apollon Wealth Management
South Carolina
$893K +$47K +684 +6%
WorldQuant Millennium Advisors
410
WorldQuant Millennium Advisors
New York
$891K +$75.9K +1,105 +10%
AMG
411
Advisors Management Group
Wisconsin
$890K +$62.7K +912 +8%
CL
412
Choreo LLC
Illinois
$890K +$847K +12,330 New
BWM
413
BerganKDV Wealth Management
Minnesota
$889K -$11.6K -169 -1%
ADL
414
Asset Dedication LLC
California
$876K +$823K +11,984 +11,413%
BCI
415
Brinker Capital Investments
Pennsylvania
$868K -$296K -4,312 -26%
KA
416
KLCM Advisors
Wisconsin
$855K +$41.2K +600 +5%
TC
417
Telemus Capital
Michigan
$851K +$810K +11,795 New
WA
418
Wambolt & Associates
Colorado
$850K -$12K -175 -1%
CT
419
Coastline Trust
Rhode Island
$848K +$8.59K +125 +1%
OPS
420
Orion Portfolio Solutions
Nebraska
$844K -$51.7K -753 -6%
OPA
421
Old Port Advisors
Maine
$844K -$21.5K -313 -3%
CWM
422
Chronos Wealth Management
Florida
$829K
MGWM
423
Marks Group Wealth Management
Minnesota
$827K +$108K +1,566 +16%
Vontobel Holding
424
Vontobel Holding
Switzerland
$823K
BFS
425
Bard Financial Services
Connecticut
$821K