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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AT
1001
Arlington Trust
Alabama
$1.55K -$129K -2,152 -99%
PIS
1002
POM Investment Strategies
North Carolina
$1.3K +$1.26K +21 New
KFI
1003
Key Financial Inc
Pennsylvania
$1.24K – – –
FSWA
1004
Financial Synergies Wealth Advisors
Texas
$1.05K +$900 +15 New
TFA
1005
Transamerica Financial Advisors
Florida
$1K -$60 -1 -9%
LIWM
1006
Long Island Wealth Management
New York
$1K +$600 +10 New
CPG
1007
Cornerstone Planning Group
New Jersey
$929 – – –
WPA
1008
West Paces Advisors
Georgia
$805 -$3.18K -53 -80%
CAM
1009
ClariVest Asset Management
California
$743 +$720 +12 New
WA
1010
WestEnd Advisors
North Carolina
$557 -$300 -5 -36%
TWP
1011
TFO Wealth Partners
Ohio
$495 – – –
TWD
1012
True Wealth Design
Ohio
$434 – – –
IPW
1013
Impact Partnership Wealth
Georgia
$433 – – –
EWM
1014
Evermay Wealth Management
Virginia
$372 +$360 +6 New
FGAM
1015
Financial Gravity Asset Management
Texas
$342 +$240 +4 New
FFA
1016
Frazier Financial Advisors
Ohio
$186 +$180 +3 New
BWM
1017
Baystate Wealth Management
Massachusetts
$63 – – –
DWM
1018
Dogwood Wealth Management
Kansas
$6 – – –
D.E. Shaw & Co
1019
D.E. Shaw & Co
New York
– -$33M -576,238 Closed
LIP
1020
Lighthouse Investment Partners
Florida
– -$32M -558,752 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1021
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$24.7M -431,947 Closed
SFI
1022
Susquehanna Fundamental Investments
Pennsylvania
– -$15.6M -272,362 Closed
N
1023
Natixis
France
– -$13.6M -237,481 Closed
RA
1024
Rovida Advisors
Florida
– -$13.2M -230,000 Closed
CC
1025
Covalis Capital
United Kingdom
– -$9.54M -166,778 Closed