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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
E
601
Ergoteles
New York
$339K -$338K -4,921 -51%
RJT
602
Raymond James Trust
Florida
$339K -$82.6K -1,202 -20%
WA
603
Wealth Alliance
New York
$338K +$31.5K +459 +11%
FHC
604
First Heartland Consultants
Missouri
$337K -$70.5K -1,026 -18%
CAG
605
Csenge Advisory Group
Florida
$336K -$12.9K -188 -4%
ISL
606
Ingalls & Snyder LLC
New York
$336K -$6.87K -100 -2%
HI
607
Horizon Investments
North Carolina
$335K +$50.9K +741 +19%
PCS
608
Personal CFO Solutions
New Jersey
$334K +$318K +4,630 New
OAM
609
Oppenheimer Asset Management
New York
$333K +$6.53K +95 +2%
DWM
610
Destination Wealth Management
California
$330K +$893 +13 +0.3%
CAMG
611
CWA Asset Management Group
Florida
$330K +$5.7K +83 +2%
FMAEN1
612
Fund Management at Engine No 1
California
$329K +$313K +4,559 New
VVP
613
Venture Visionary Partners
Ohio
$328K +$2.34K +34 +0.8%
FWIA
614
Fort Washington Investment Advisors
Ohio
$328K +$313K +4,550 New
SC
615
SouthState Corp
Florida
$324K
Federated Hermes
616
Federated Hermes
Pennsylvania
$323K -$23K -335 -7%
PCI
617
Planning Center Inc
Illinois
$323K
SW
618
SVB Wealth
Massachusetts
$323K +$29.8K +433 +11%
Brown Advisory
619
Brown Advisory
Maryland
$323K +$90.5K +1,317 +42%
GLLW
620
Graves Light Lenhart Wealth
Virginia
$321K
SAF
621
Smith Anglin Financial
Texas
$320K +$10.1K +147 +3%
LFG
622
Leverty Financial Group
Wisconsin
$320K +$288K +4,196 +1,741%
SSB
623
Sandy Spring Bank
Maryland
$319K +$412 +6 +0.1%
GHAM
624
Gilman Hill Asset Management
Connecticut
$318K
FB
625
Fulton Bank
Pennsylvania
$318K +$1.51K +22 +0.5%