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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
651
Private Capital Management (Colorado)
Colorado
$288K +$36.8K +535 +15%
TCM
652
Triumph Capital Management
Colorado
$287K -$1.02M -14,794 -79%
OSNBOA
653
Old Second National Bank of Aurora
Illinois
$287K – – –
PWP
654
Principle Wealth Partners
Connecticut
$287K – – –
WJWM
655
Williams Jones Wealth Management
New York
$287K – – –
BA
656
Ballast Advisors
Minnesota
$287K +$24.7K +359 +10%
GTCM
657
Gyon Technologies Capital Management
New Jersey
$287K +$273K +3,971 New
AAM
658
Aureus Asset Management
Massachusetts
$285K +$3.44K +50 +1%
WIC
659
Woodmont Investment Counsel
Tennessee
$280K -$17.2K -250 -6%
SAM
660
Strategy Asset Managers
California
$279K +$266K +3,866 New
AWM
661
Accel Wealth Management
Iowa
$278K +$1.17K +17 +0.4%
LSPW
662
Lake Street Private Wealth
Illinois
$277K +$8.52K +124 +3%
RP
663
Riverbridge Partners
Minnesota
$275K – – –
RA
664
RFG Advisory
Alabama
$274K -$825 -12 -0.3%
BAM
665
Belpointe Asset Management
Nevada
$272K -$3.98K -58 -2%
BOH
666
Bank of Hawaii
Hawaii
$272K – – –
SFA
667
Sequoia Financial Advisors
Ohio
$272K +$20.9K +304 +9%
CCM
668
Chilton Capital Management
Texas
$272K +$36.4K +530 +16%
BP
669
Ballentine Partners
Massachusetts
$271K +$7.63K +111 +3%
CCMD
670
Cypress Capital Management (Delaware)
Delaware
$267K – – –
VCM
671
Versant Capital Management
Arizona
$265K +$185K +2,699 +278%
APW
672
Austin Private Wealth
Texas
$257K – – –
CBT
673
CoreFirst Bank & Trust
Kansas
$257K – – –
TW
674
Transform Wealth
Colorado
$256K – – –
LA
675
Lifeworks Advisors
Michigan
$255K +$20.6K +300 +9%
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