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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
601
PrairieView Partners
Minnesota
$334K -$13.1K -196 -4%
CWM
602
CCG Wealth Management
California
$332K -$36.7K -550 -9%
AFT
603
Alpha Family Trust
California
$331K – – –
VVP
604
Venture Visionary Partners
Ohio
$329K -$2.87K -43 -0.8%
CI
605
CX Institutional
Indiana
$327K -$19.5K -292 -5%
RSVP
606
Ramsay Stattman Vela & Price
Colorado
$325K – – –
SW
607
SVB Wealth
Massachusetts
$324K -$50.9K -763 -13%
JCIA
608
Jackson Creek Investment Advisors
Colorado
$324K -$69.6K -1,043 -17%
TC
609
Trust Company
Kansas
$324K +$155K +2,328 +81%
HBT
610
Hills Bank & Trust
Iowa
$324K -$8.88K -133 -2%
CWP
611
Concord Wealth Partners
Virginia
$323K – – –
EFM
612
E Fund Management
China
$321K -$50.4K -755 -13%
BPWM
613
Badgley Phelps Wealth Managers
Washington
$319K -$8.01K -120 -2%
CG
614
Caprock Group
Idaho
$316K +$9.35K +140 +3%
MAM
615
Madison Asset Management
Wisconsin
$315K +$338K +5,064 New
CRWM
616
Castle Rock Wealth Management
California
$314K – – –
RWP
617
RWA Wealth Partners
Massachusetts
$312K -$8.48K -127 -2%
WJWM
618
Williams Jones Wealth Management
New York
$311K -$401 -6 -0.1%
AWM
619
Axxcess Wealth Management
California
$311K -$28.4K -425 -8%
AC
620
Abbrea Capital
California
$306K – – –
TAM
621
Trillium Asset Management
Massachusetts
$306K – – –
ISWM
622
Independent Solutions Wealth Management
New York
$305K -$86.5K -1,296 -21%
LIM
623
Leavell Investment Management
Alabama
$305K – – –
BG
624
Benedetti & Gucer
Georgia
$303K – – –
MA
625
Montag & Associates
Georgia
$303K +$334 +5 +0.1%
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