We are live on ! Find out more
XEL icon

Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
426
Everett Harris & Co
California
$407K – – –
GIM
427
Goelzer Investment Management
Indiana
$402K – – –
CCM
428
Carlson Capital Management
Minnesota
$397K +$162K +3,627 +71%
NIT
429
NumerixS Investment Technologies
British Columbia, Canada
$394K -$129K -2,870 -25%
WP
430
WealthPLAN Partners
Nebraska
$394K +$19K +424 +5%
HSA
431
HBK Sorce Advisory
Pennsylvania
$391K – – –
WT
432
Whittier Trust
California
$390K -$6.67K -149 -2%
BCM
433
BlueCrest Capital Management
Jersey
$389K +$382K +8,519 New
WCM
434
Windsor Capital Management
Arizona
$386K +$2.82K +63 +0.8%
WG
435
Welch Group
Alabama
$376K – – –
WAM
436
Wealthspire Advisors (Maryland)
Maryland
$373K -$3.54K -79 -1%
AW
437
ACG Wealth
Georgia
$371K -$13.9K -310 -4%
TFA
438
Transamerica Financial Advisors
Florida
$370K -$1.9M -42,399 -84%
SC
439
Sawyer & Company
Massachusetts
$370K – – –
CCM
440
Coldstream Capital Management
Washington
$367K -$15.8K -352 -4%
DIA
441
Dana Investment Advisors
Wisconsin
$361K +$1.03K +23 +0.3%
DADC
442
D.A. Davidson & Co
Montana
$360K +$102K +2,275 +41%
BA
443
Bridgewater Associates
Connecticut
$356K -$207K -4,614 -37%
SW
444
SVB Wealth
Massachusetts
$355K -$65.6K -1,464 -16%
GG
445
Gofen & Glossberg
Illinois
$354K – – –
FRA
446
Front Row Advisors
California
$353K – – –
LS
447
Livforsakringsbolaget Skandia
Sweden
$353K – – –
BB
448
Bell Bank
North Dakota
$347K -$1.16K -26 -0.3%
ASN
449
Advisory Services Network
Georgia
$343K -$12.2K -273 -4%
CIA
450
ClearBridge Investments (Australia)
Australia
$342K +$68.4K +1,527 +26%
16 17
18
19 20