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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
576
Private Trust Company
Ohio
$349K -$62.2K -855 -14%
HBT
577
Hills Bank & Trust
Iowa
$349K +$1.82K +25 +0.5%
BCI
578
Brinker Capital Investments
Pennsylvania
$349K +$19.6K +269 +5%
AWM
579
Avior Wealth Management
Nebraska
$346K – – –
GSC
580
Ground Swell Capital
South Carolina
$345K -$97.5K -1,339 -20%
JHP
581
James Hambro & Partners
United Kingdom
$345K – – –
PCS
582
Personal CFO Solutions
New Jersey
$342K +$17.8K +245 +5%
IAA
583
Independent Advisor Alliance
North Carolina
$340K +$81K +1,112 +26%
FMAEN1
584
Fund Management at Engine No 1
California
$337K -$17.5K -240 -4%
LFG
585
Larson Financial Group
Missouri
$336K +$437 +6 +0.1%
RSVP
586
Ramsay Stattman Vela & Price
Colorado
$335K – – –
AG
587
AIA Group
Hong Kong
$334K -$234K -3,214 -38%
SF
588
Symphony Financial
Texas
$332K -$1.09K -15 -0.3%
GAM
589
Gotham Asset Management
New York
$330K +$164K +2,254 +77%
LA
590
Lifeworks Advisors
Michigan
$329K -$54.7K -752 -13%
FNA
591
First National Advisers
Nebraska
$329K +$69.1K +949 +23%
FRM
592
Fox Run Management
Connecticut
$329K +$375K +5,145 New
QCG
593
Quadrant Capital Group
Ohio
$328K +$76.8K +1,055 +26%
WA
594
WESPAC Advisors
California
$327K -$53.7K -738 -13%
HL
595
HeadInvest LLC
Maine
$327K -$7.28K -100 -2%
PAM
596
Peak Asset Management
Colorado
$327K – – –
SIA
597
Soltis Investment Advisors
Utah
$327K – – –
WJWM
598
Williams Jones Wealth Management
New York
$327K – – –
CG
599
Colony Group
Massachusetts
$326K -$119K -1,639 -24%
NPPM
600
North Point Portfolio Managers
Ohio
$326K – – –
22 23
24
25 26