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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
701
Lazari Capital Management
California
$229K +$246K +3,683 New
CW
702
CreativeOne Wealth
Kansas
$228K -$131K -1,968 -35%
OWP
703
Obermeyer Wealth Partners
Colorado
$227K – – –
TCM
704
Triumph Capital Management
Colorado
$223K +$6.68K +100 +3%
FGA
705
Fortis Group Advisors
New Jersey
$223K -$16.3K -244 -6%
SIM
706
Sentry Investment Management
Wisconsin
$223K +$240K +3,588 New
MA
707
Mutual Advisors
Nebraska
$222K -$338K -5,067 -59%
CBT
708
CoreFirst Bank & Trust
Kansas
$221K – – –
HIS
709
Horizon Investment Services
Indiana
$221K -$5.54K -83 -2%
PCM
710
Penserra Capital Management
California
$220K +$236K +3,538 +11,793%
CTWM
711
Cherry Tree Wealth Management
Minnesota
$220K +$236K +3,538 New
LCM
712
LCM Capital Management
Illinois
$220K -$4.07K -61 -2%
WT
713
Whittier Trust
California
$219K – – –
TAM
714
Tealwood Asset Management
Minnesota
$217K – – –
MG
715
Meritage Group
California
$216K +$14.8K +222 +7%
SM
716
STF Management
Texas
$216K -$191K -2,862 -45%
NAS
717
Nicolet Advisory Services
Wisconsin
$216K -$9.28K -139 -4%
FB
718
Fulton Bank
Pennsylvania
$215K -$13.8K -206 -6%
GSEP
719
Golden State Equity Partners
California
$214K +$14.1K +211 +7%
MGIA
720
Moneta Group Investment Advisors
Missouri
$212K -$55.1K -825 -19%
PFSC
721
Peoples Financial Services Corp
Pennsylvania
$211K – – –
IFAM
722
Institutional & Family Asset Management
Colorado
$210K +$1.4K +21 +0.6%
BTI
723
Blue Trust Inc
Georgia
$210K -$203K -3,045 -49%
MFA
724
McClarren Financial Advisors
Pennsylvania
$210K +$1.67K +25 +0.7%
BTW
725
Boston Trust Walden
Massachusetts
$208K +$223K +3,347 New
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