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This page summarizes the XEL holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether XEL is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing XEL Share Count |
Assenagon Asset Management S.A. |
15,480 |
420,735 |
+405,255 |
+2617.93% |
Exchange Traded Concepts LLC |
959 |
13,723 |
+12,764 |
+1330.97% |
Los Angeles Capital Management & Equity Research Inc. |
18,394 |
109,934 |
+91,540 |
+497.66% |
17 Capital Partners LLC |
3,527 |
19,464 |
+15,937 |
+451.86% |
Capital Advisory Group Advisory Services LLC |
3,593 |
8,584 |
+4,991 |
+138.91% |
MCF Advisors LLC |
39 |
89 |
+50 |
+128.21% |
China Universal Asset Management Co. Ltd. |
1,103 |
2,504 |
+1,401 |
+127.02% |
Zurcher Kantonalbank Zurich Cantonalbank |
168,775 |
345,088 |
+176,313 |
+104.47% |
Robeco Institutional Asset Management B.V. |
37,351 |
73,509 |
+36,158 |
+96.81% |
Simplex Trading LLC |
12,560 |
24,138 |
+11,578 |
+92.18% |
Fulton Bank N.A. |
11,901 |
20,530 |
+8,629 |
+72.51% |
HighMark Wealth Management LLC |
6,911 |
11,370 |
+4,459 |
+64.52% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
4,809 |
7,711 |
+2,902 |
+60.35% |
V Square Quantitative Management LLC |
4,638 |
6,894 |
+2,256 |
+48.64% |
Lakeridge Wealth Management LLC |
3,572 |
5,264 |
+1,692 |
+47.37% |
GHP Investment Advisors Inc. |
3,281 |
4,809 |
+1,528 |
+46.57% |
Capstone Investment Advisors LLC |
15,273 |
22,287 |
+7,014 |
+45.92% |
Mutual Advisors LLC |
3,706 |
5,143 |
+1,437 |
+38.77% |
Sigma Planning Corp |
12,874 |
17,273 |
+4,399 |
+34.17% |
Ballast Advisors LLC |
4,130 |
5,304 |
+1,174 |
+28.43% |
Tokio Marine Asset Management Co. Ltd. |
11,236 |
14,325 |
+3,089 |
+27.49% |
Procyon Private Wealth Partners LLC |
18,499 |
23,469 |
+4,970 |
+26.87% |
Daiwa Securities Group Inc. |
80,901 |
100,969 |
+20,068 |
+24.81% |
FFT Wealth Management LLC |
3,649 |
4,549 |
+900 |
+24.66% |
First National Bank Sioux Falls |
3,404 |
4,079 |
+675 |
+19.83% |
Whittier Trust Co. |
2,230 |
2,641 |
+411 |
+18.43% |
Capital Investment Advisors LLC |
5,531 |
6,450 |
+919 |
+16.62% |
Dakota Wealth Management |
19,716 |
22,864 |
+3,148 |
+15.97% |
Raymond James Trust N.A. |
10,955 |
12,652 |
+1,697 |
+15.49% |
BNP Paribas Arbitrage SA |
1,140,853 |
1,317,349 |
+176,496 |
+15.47% |
Triumph Capital Management |
4,019 |
4,636 |
+617 |
+15.35% |
DeDora Capital Inc. |
16,170 |
18,595 |
+2,425 |
+15.00% |
Lincoln National Corp |
5,299 |
6,082 |
+783 |
+14.78% |
Smith Anglin Financial LLC |
5,282 |
5,996 |
+714 |
+13.52% |
Global Retirement Partners LLC |
3,780 |
4,290 |
+510 |
+13.49% |
CVA Family Office LLC |
2,516 |
2,851 |
+335 |
+13.31% |
Quent Capital LLC |
1,434 |
1,602 |
+168 |
+11.72% |
Quantum Financial Advisors LLC |
4,526 |
5,045 |
+519 |
+11.47% |
Venturi Wealth Management LLC |
759 |
843 |
+84 |
+11.07% |
Mitchell & Pahl Private Wealth LLC |
17,621 |
19,540 |
+1,919 |
+10.89% |
Trust Point Inc. |
7,455 |
8,228 |
+773 |
+10.37% |
First Horizon Advisors Inc. |
5,073 |
5,582 |
+509 |
+10.03% |
Ronald Blue Trust Inc. |
3,330 |
3,657 |
+327 |
+9.82% |
Morton Community Bank |
47,136 |
51,021 |
+3,885 |
+8.24% |
Pallas Capital Advisors LLC |
12,197 |
13,111 |
+914 |
+7.49% |
Moody National Bank Trust Division |
3,554 |
3,820 |
+266 |
+7.48% |
Sumitomo Mitsui DS Asset Management Company Ltd |
68,652 |
73,555 |
+4,903 |
+7.14% |
CWM LLC |
31,025 |
33,085 |
+2,060 |
+6.64% |
Verdence Capital Advisors LLC |
10,182 |
10,717 |
+535 |
+5.25% |
Nisa Investment Advisors LLC |
62,590 |
65,624 |
+3,034 |
+4.85% |
Regions Financial Corp |
720,707 |
755,231 |
+34,524 |
+4.79% |
Brown Advisory Inc. |
9,751 |
10,205 |
+454 |
+4.66% |
Van ECK Associates Corp |
132,728 |
138,796 |
+6,068 |
+4.57% |
First Hawaiian Bank |
9,909 |
10,335 |
+426 |
+4.30% |
Amarillo National Bank |
11,565 |
12,050 |
+485 |
+4.19% |
Fundamentun LLC |
6,122 |
6,378 |
+256 |
+4.18% |
PFG Investments LLC |
6,207 |
6,459 |
+252 |
+4.06% |
Janney Montgomery Scott LLC |
97,733 |
101,681 |
+3,948 |
+4.04% |
California Public Employees Retirement System |
3,355,336 |
3,460,906 |
+105,570 |
+3.15% |
BKM Wealth Management LLC |
1,156 |
1,192 |
+36 |
+3.11% |
Concord Wealth Partners |
5,195 |
5,345 |
+150 |
+2.89% |
Maryland State Retirement & Pension System |
42,074 |
43,243 |
+1,169 |
+2.78% |
North Star Investment Management Corp. |
1,056 |
1,085 |
+29 |
+2.75% |
Bridge Creek Capital Management LLC |
52,497 |
53,942 |
+1,445 |
+2.75% |
Commonwealth Equity Services LLC |
180,668 |
185,458 |
+4,790 |
+2.65% |
Sumitomo Mitsui Trust Holdings Inc. |
1,586,877 |
1,625,530 |
+38,653 |
+2.44% |
Financial Advocates Investment Management |
7,988 |
8,167 |
+179 |
+2.24% |
Trueblood Wealth Management LLC |
5,017 |
5,105 |
+88 |
+1.75% |
Berger Financial Group Inc |
25,978 |
26,365 |
+387 |
+1.49% |
Stewart & Patten Co. LLC |
309,923 |
314,512 |
+4,589 |
+1.48% |
IFM Investors Pty Ltd |
186,563 |
189,245 |
+2,682 |
+1.44% |
Catalyst Capital Advisors LLC |
518 |
525 |
+7 |
+1.35% |
Aspire Private Capital LLC |
233 |
236 |
+3 |
+1.29% |
Avitas Wealth Management LLC |
39,244 |
39,694 |
+450 |
+1.15% |
Empower Advisory Group LLC |
143,340 |
144,978 |
+1,638 |
+1.14% |
Burkett Financial Services LLC |
1,049 |
1,059 |
+10 |
+0.95% |
WFA Asset Management Corp |
1,121 |
1,131 |
+10 |
+0.89% |
Creative Financial Designs Inc. ADV |
760 |
766 |
+6 |
+0.79% |
RSM US Wealth Management LLC |
5,010 |
5,047 |
+37 |
+0.74% |
Epiq Partners LLC |
28,870 |
29,072 |
+202 |
+0.70% |
Great Waters Wealth Management |
23,227 |
23,386 |
+159 |
+0.68% |
Gulf International Bank UK Ltd |
45,165 |
45,439 |
+274 |
+0.61% |
Alaska Permanent Fund Corp |
89,278 |
89,783 |
+505 |
+0.57% |
CENTRAL TRUST Co |
8,430 |
8,477 |
+47 |
+0.56% |
USAdvisors Wealth Management LLC |
4,023 |
4,044 |
+21 |
+0.52% |
Cambridge Investment Research Advisors Inc. |
116,178 |
116,768 |
+590 |
+0.51% |
Dechtman Wealth Management LLC |
16,488 |
16,570 |
+82 |
+0.50% |
Czech National Bank |
96,647 |
97,092 |
+445 |
+0.46% |
SNS Financial Group LLC |
6,822 |
6,853 |
+31 |
+0.45% |
Cherry Tree Wealth Management LLC |
3,187 |
3,201 |
+14 |
+0.44% |
Proequities Inc. |
4,775 |
4,791 |
+16 |
+0.34% |
SOA Wealth Advisors LLC. |
1,218 |
1,222 |
+4 |
+0.33% |
Moloney Securities Asset Management LLC |
55,122 |
55,299 |
+177 |
+0.32% |
Allspring Global Investments Holdings LLC |
220,819 |
221,248 |
+429 |
+0.19% |
Retirement Systems of Alabama |
121,614 |
121,794 |
+180 |
+0.15% |
Townsend & Associates Inc |
6,141 |
6,148 |
+7 |
+0.11% |
Nations Financial Group Inc. IA ADV |
5,221 |
5,226 |
+5 |
+0.10% |
Access Financial Services Inc. |
6,854 |
6,860 |
+6 |
+0.09% |
Adviser Investments LLC |
4,974 |
4,978 |
+4 |
+0.08% |
State of Michigan Retirement System |
151,094 |
151,194 |
+100 |
+0.07% |
Austin Private Wealth LLC |
3,787 |
3,789 |
+2 |
+0.05% |
Bell Bank |
13,077 |
13,079 |
+2 |
+0.02% |
13F Filers Reporting New Positions In XEL |
Equitable Trust Co. |
0 |
16,813 |
+16,813 |
+100% |
Wiley BROS. Aintree Capital LLC |
0 |
6,012 |
+6,012 |
+100% |
Salem Investment Counselors Inc. |
0 |
62 |
+62 |
+100% |
Mitchell Sinkler & Starr PA |
0 |
9,500 |
+9,500 |
+100% |
Reinhart Partners Inc. |
0 |
204,022 |
+204,022 |
+100% |
Viking Fund Management LLC |
0 |
102,400 |
+102,400 |
+100% |
Bangor Savings Bank |
0 |
250 |
+250 |
+100% |
Northwest Investment Counselors LLC |
0 |
75 |
+75 |
+100% |
Tributary Capital Management LLC |
0 |
98 |
+98 |
+100% |
IMC Chicago LLC |
0 |
33,797 |
+33,797 |
+100% |
YHB Investment Advisors Inc. |
0 |
706 |
+706 |
+100% |
Mesirow Financial Investment Management Inc. |
0 |
4,358 |
+4,358 |
+100% |
Mather Group LLC. |
0 |
2,023 |
+2,023 |
+100% |
Alpha Cubed Investments LLC |
0 |
3,889 |
+3,889 |
+100% |
Riverview Trust Co |
0 |
2,333 |
+2,333 |
+100% |
BTC Capital Management Inc. |
0 |
108,051 |
+108,051 |
+100% |
Oliver Luxxe Assets LLC |
0 |
95,080 |
+95,080 |
+100% |
Polianta Ltd |
0 |
21,500 |
+21,500 |
+100% |
Ritholtz Wealth Management |
0 |
4,711 |
+4,711 |
+100% |
Summit Trail Advisors LLC |
0 |
20,934 |
+20,934 |
+100% |
OmniStar Financial Group Inc. |
0 |
9,622 |
+9,622 |
+100% |
SpiderRock Advisors LLC |
0 |
3,870 |
+3,870 |
+100% |
FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
0 |
15,382 |
+15,382 |
+100% |
Future Financial Wealth Managment LLC |
0 |
408 |
+408 |
+100% |
Opal Wealth Advisors LLC |
0 |
89 |
+89 |
+100% |
Legacy Wealth Asset Management LLC |
0 |
7,438 |
+7,438 |
+100% |
Strong Tower Advisory Services |
0 |
19,818 |
+19,818 |
+100% |
Congress Wealth Management LLC DE |
0 |
4,017 |
+4,017 |
+100% |
Simplicity Wealth LLC |
0 |
14,343 |
+14,343 |
+100% |
Global Assets Advisory LLC |
0 |
64,469 |
+64,469 |
+100% |
EnRich Financial Partners LLC |
0 |
193 |
+193 |
+100% |
Register Financial Advisors LLC |
0 |
206 |
+206 |
+100% |
Fidelis Capital Partners LLC |
0 |
2,082 |
+2,082 |
+100% |
Christopher J. Hasenberg Inc |
0 |
2,194 |
+2,194 |
+100% |
Norden Group LLC |
0 |
66,672 |
+66,672 |
+100% |
Gilliland Jeter Wealth Management LLC |
0 |
267 |
+267 |
+100% |
Focus Financial Network Inc. |
0 |
108,825 |
+108,825 |
+100% |
nVerses Capital LLC |
0 |
4,100 |
+4,100 |
+100% |
Central Pacific Bank Trust Division |
0 |
76 |
+76 |
+100% |
13F Filers With Unchanged Share Count |
OLD Republic International Corporation |
515,600 |
515,600 |
UNCH |
0.00% |
Romano Brothers AND Company |
7,262 |
7,262 |
UNCH |
0.00% |
ARS Investment Partners LLC |
36,870 |
36,870 |
UNCH |
0.00% |
Valley National Advisers Inc. |
320 |
320 |
UNCH |
0.00% |
Conning Inc. |
3,905 |
3,905 |
UNCH |
0.00% |
ST Germain D J Co. Inc. |
2,051 |
2,051 |
UNCH |
0.00% |
NBT Bank N A NY |
1,263 |
1,263 |
UNCH |
0.00% |
Stephenson National Bank & Trust |
1,713 |
1,713 |
UNCH |
0.00% |
Duncker Streett & Co. Inc. |
100 |
100 |
UNCH |
0.00% |
Pittenger & Anderson Inc. |
72 |
72 |
UNCH |
0.00% |
Spirit of America Management Corp NY |
6,700 |
6,700 |
UNCH |
0.00% |
Adirondack Trust Co. |
562 |
562 |
UNCH |
0.00% |
Peoples Financial Services CORP. |
3,400 |
3,400 |
UNCH |
0.00% |
Webster Bank N. A. |
325 |
325 |
UNCH |
0.00% |
Pinnacle Financial Partners Inc. |
500 |
500 |
UNCH |
0.00% |
First Community Trust NA |
1,800 |
1,800 |
UNCH |
0.00% |
Chesley Taft & Associates LLC |
3,851 |
3,851 |
UNCH |
0.00% |
Country Trust Bank |
276 |
276 |
UNCH |
0.00% |
First United Bank Trust |
80 |
80 |
UNCH |
0.00% |
Thompson Investment Management Inc. |
10,899 |
10,899 |
UNCH |
0.00% |
Hanson & Doremus Investment Management |
1,459 |
1,459 |
UNCH |
0.00% |
Welch Group LLC |
4,400 |
4,400 |
UNCH |
0.00% |
Cohen Klingenstein LLC |
8,100 |
8,100 |
UNCH |
0.00% |
State of New Jersey Common Pension Fund D |
304,525 |
304,525 |
UNCH |
0.00% |
NJ State Employees Deferred Compensation Plan |
16,243 |
16,243 |
UNCH |
0.00% |
Alta Advisers Ltd |
1,500 |
1,500 |
UNCH |
0.00% |
Westside Investment Management Inc. |
492 |
492 |
UNCH |
0.00% |
South Dakota Investment Council |
19,164 |
19,164 |
UNCH |
0.00% |
Ramsay Stattman Vela & Price Inc. |
4,383 |
4,383 |
UNCH |
0.00% |
Livforsakringsbolaget Skandia Omsesidigt |
929 |
929 |
UNCH |
0.00% |
Goelzer Investment Management Inc. |
6,050 |
6,050 |
UNCH |
0.00% |
Lowe Wealth Advisors LLC |
658 |
658 |
UNCH |
0.00% |
Oakworth Capital Inc. |
121 |
121 |
UNCH |
0.00% |
Cranbrook Wealth Management LLC |
2,905 |
2,905 |
UNCH |
0.00% |
Tradewinds Capital Management LLC |
672 |
672 |
UNCH |
0.00% |
FinTrust Capital Advisors LLC |
988 |
988 |
UNCH |
0.00% |
Trust Co |
2,882 |
2,882 |
UNCH |
0.00% |
Sunbelt Securities Inc. |
1,200 |
1,200 |
UNCH |
0.00% |
Farmers & Merchants Trust Co of Chambersburg PA |
1,685 |
1,685 |
UNCH |
0.00% |
Founders Capital Management |
2,500 |
2,500 |
UNCH |
0.00% |
Affiance Financial LLC |
6,752 |
6,752 |
UNCH |
0.00% |
Nicollet Investment Management Inc. |
5,464 |
5,464 |
UNCH |
0.00% |
Carmichael Hill & Associates Inc. |
1,030 |
1,030 |
UNCH |
0.00% |
Luken Investment Analytics LLC |
526 |
526 |
UNCH |
0.00% |
Sound Income Strategies LLC |
2,188 |
2,188 |
UNCH |
0.00% |
James Hambro & Partners |
5,400 |
5,400 |
UNCH |
0.00% |
CNB Bank |
100 |
100 |
UNCH |
0.00% |
West Branch Capital LLC |
300 |
300 |
UNCH |
0.00% |
Principle Wealth Partners LLC |
3,980 |
3,980 |
UNCH |
0.00% |
Insight Financial Services |
956 |
956 |
UNCH |
0.00% |
Criterion Capital Advisors LLC |
396 |
396 |
UNCH |
0.00% |
Salomon & Ludwin LLC |
205 |
205 |
UNCH |
0.00% |
Lantz Financial LLC |
3,977 |
3,977 |
UNCH |
0.00% |
RDA Financial Network |
5,397 |
5,397 |
UNCH |
0.00% |
PSI Advisors LLC |
1,585 |
1,585 |
UNCH |
0.00% |
Atticus Wealth Management LLC |
230 |
230 |
UNCH |
0.00% |
Tsfg LLC |
605 |
605 |
UNCH |
0.00% |
Key Financial Inc |
20 |
20 |
UNCH |
0.00% |
Chronos Wealth Management LLC |
11,491 |
11,491 |
UNCH |
0.00% |
Marks Group Wealth Management Inc |
11,674 |
11,674 |
UNCH |
0.00% |
Emerald Advisors LLC |
11,366 |
11,366 |
UNCH |
0.00% |
IAG Wealth Partners LLC |
1,276 |
1,276 |
UNCH |
0.00% |
Hoese & Co LLP |
836 |
836 |
UNCH |
0.00% |
DHJJ Financial Advisors Ltd. |
235 |
235 |
UNCH |
0.00% |
Piscataqua Savings Bank |
575 |
575 |
UNCH |
0.00% |
Bank of New Hampshire |
1,629 |
1,629 |
UNCH |
0.00% |
Red Tortoise LLC |
95 |
95 |
UNCH |
0.00% |
City State Bank |
1,316 |
1,316 |
UNCH |
0.00% |
Global Wealth Strategies & Associates |
228 |
228 |
UNCH |
0.00% |
Finer Wealth Management Inc. |
12,750 |
12,750 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
380 |
380 |
UNCH |
0.00% |
Horizons Wealth Management |
89 |
89 |
UNCH |
0.00% |
Fiduciary Alliance LLC |
8,307 |
8,307 |
UNCH |
0.00% |
Trifecta Capital Advisors LLC |
28 |
28 |
UNCH |
0.00% |
Tanglewood Legacy Advisors LLC |
410 |
410 |
UNCH |
0.00% |
McCarthy Grittinger Financial Group LLC |
460 |
460 |
UNCH |
0.00% |
ZRC Wealth Management LLC |
494 |
494 |
UNCH |
0.00% |
Union Savings Bank |
347 |
347 |
UNCH |
0.00% |
Slocum Gordon & Co LLP |
600 |
600 |
UNCH |
0.00% |
Peoples Bank KS |
1,531 |
1,531 |
UNCH |
0.00% |
West Paces Advisors Inc. |
13 |
13 |
UNCH |
0.00% |
Jamison Private Wealth Management Inc. |
65 |
65 |
UNCH |
0.00% |
Wetzel Investment Advisors Inc. |
287 |
287 |
UNCH |
0.00% |
Sachetta LLC |
90 |
90 |
UNCH |
0.00% |
13F Filers Decreasing XEL Share Count |
Benjamin Edwards Inc. |
57,139 |
34 |
-57,105 |
-99.94% |
Gradient Investments LLC |
9,119 |
77 |
-9,042 |
-99.16% |
Grove Bank & Trust |
5,477 |
124 |
-5,353 |
-97.74% |
Rocky Mountain Advisers LLC |
1,833 |
58 |
-1,775 |
-96.84% |
Atlas Capital Advisors LLC |
108 |
8 |
-100 |
-92.59% |
Financial Management Professionals Inc. |
1,148 |
119 |
-1,029 |
-89.63% |
Bruce G. Allen Investments LLC |
3,077 |
667 |
-2,410 |
-78.32% |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
7,765 |
1,765 |
-6,000 |
-77.27% |
Carlson Capital Management |
12,085 |
3,970 |
-8,115 |
-67.15% |
HB Wealth Management LLC |
15,465 |
5,395 |
-10,070 |
-65.11% |
Kesler Norman & Wride LLC |
26,007 |
10,239 |
-15,768 |
-60.63% |
Gateway Investment Advisers LLC |
452,602 |
202,747 |
-249,855 |
-55.20% |
Kingswood Wealth Advisors LLC |
12,052 |
5,575 |
-6,477 |
-53.74% |
UMB Bank N A MO |
4,964 |
2,343 |
-2,621 |
-52.80% |
Sequoia Financial Advisors LLC |
12,073 |
5,893 |
-6,180 |
-51.19% |
Tower View Investment Management & Research LLC |
983 |
500 |
-483 |
-49.14% |
Asset Dedication LLC |
21,198 |
10,887 |
-10,311 |
-48.64% |
Farmers & Merchants Investments Inc. |
9,975 |
5,178 |
-4,797 |
-48.09% |
AdvisorNet Financial Inc |
56,517 |
30,401 |
-26,116 |
-46.21% |
Financial Perspectives Inc |
3,519 |
2,046 |
-1,473 |
-41.86% |
Wealthfront Advisers LLC |
50,200 |
30,058 |
-20,142 |
-40.12% |
SYSTM Wealth Solutions LLC |
435 |
265 |
-170 |
-39.08% |
NBC Securities Inc. |
7,231 |
4,434 |
-2,797 |
-38.68% |
Mission Wealth Management LP |
38,967 |
24,529 |
-14,438 |
-37.05% |
Tyche Wealth Partners LLC |
8,529 |
5,448 |
-3,081 |
-36.12% |
Financiere des Professionnels Fonds d investissement inc. |
115,750 |
74,188 |
-41,562 |
-35.91% |
Benjamin F. Edwards & Company Inc. |
16,318 |
10,498 |
-5,820 |
-35.67% |
Massmutual Trust Co. FSB ADV |
1,621 |
1,060 |
-561 |
-34.61% |
Lindbrook Capital LLC |
3,627 |
2,482 |
-1,145 |
-31.57% |
First Bank & Trust |
70,404 |
48,614 |
-21,790 |
-30.95% |
DekaBank Deutsche Girozentrale |
131,952 |
92,571 |
-39,381 |
-29.84% |
Banque Cantonale Vaudoise |
1,222 |
882 |
-340 |
-27.82% |
Fifth Third Bancorp |
60,783 |
44,769 |
-16,014 |
-26.35% |
CAPROCK Group Inc. |
7,516 |
5,552 |
-1,964 |
-26.13% |
Wedmont Private Capital |
5,238 |
3,950 |
-1,288 |
-24.59% |
Bogart Wealth LLC |
101,589 |
76,951 |
-24,638 |
-24.25% |
Private Wealth Management Group LLC |
266 |
207 |
-59 |
-22.18% |
Park Place Capital Corp |
6,926 |
5,394 |
-1,532 |
-22.12% |
Coastline Trust Co |
11,145 |
8,755 |
-2,390 |
-21.44% |
Stratos Wealth Partners LTD. |
6,867 |
5,522 |
-1,345 |
-19.59% |
Prestige Wealth Management Group LLC |
1,132 |
914 |
-218 |
-19.26% |
Planning Capital Management Corp |
1,686 |
1,363 |
-323 |
-19.16% |
NovaPoint Capital LLC |
11,528 |
9,391 |
-2,137 |
-18.54% |
SJS Investment Consulting Inc. |
38 |
31 |
-7 |
-18.42% |
BOK Financial Private Wealth Inc. |
343 |
281 |
-62 |
-18.08% |
Capital Advisors Ltd. LLC |
849 |
698 |
-151 |
-17.79% |
Veriti Management LLC |
9,581 |
7,916 |
-1,665 |
-17.38% |
Ballentine Partners LLC |
16,243 |
13,467 |
-2,776 |
-17.09% |
TFC Financial Management |
42 |
35 |
-7 |
-16.67% |
DORVAL Corp |
5,132 |
4,290 |
-842 |
-16.41% |
JJJ Advisors Inc. |
737 |
621 |
-116 |
-15.74% |
JFS Wealth Advisors LLC |
282 |
238 |
-44 |
-15.60% |
Kestra Private Wealth Services LLC |
10,443 |
8,824 |
-1,619 |
-15.50% |
International Assets Investment Management LLC |
9,710 |
8,276 |
-1,434 |
-14.77% |
Greenleaf Trust |
18,738 |
15,977 |
-2,761 |
-14.73% |
Amalgamated Bank |
133,735 |
114,303 |
-19,432 |
-14.53% |
Mn Services Vermogensbeheer B.V. |
259,355 |
223,155 |
-36,200 |
-13.96% |
Stock Yards Bank & Trust Co. |
6,170 |
5,316 |
-854 |
-13.84% |
GPS Wealth Strategies Group LLC |
4,575 |
3,962 |
-613 |
-13.40% |
Natixis Advisors L.P. |
111,048 |
97,451 |
-13,597 |
-12.24% |
Principal Financial Group Inc. |
2,940,611 |
2,584,554 |
-356,057 |
-12.11% |
MV Capital Management Inc. |
378 |
334 |
-44 |
-11.64% |
Rosenberg Matthew Hamilton |
5,560 |
4,918 |
-642 |
-11.55% |
State of Alaska Department of Revenue |
113,915 |
101,005 |
-12,910 |
-11.33% |
Brookstone Capital Management |
6,143 |
5,448 |
-695 |
-11.31% |
GAMMA Investing LLC |
7,674 |
6,855 |
-819 |
-10.67% |
Parkside Financial Bank & Trust |
1,886 |
1,688 |
-198 |
-10.50% |
Raymond James & Associates |
671,171 |
601,578 |
-69,593 |
-10.37% |
SC&H Financial Advisors Inc. |
8,649 |
7,854 |
-795 |
-9.19% |
OLD National Bancorp IN |
6,095 |
5,544 |
-551 |
-9.04% |
Ashton Thomas Private Wealth LLC |
4,937 |
4,504 |
-433 |
-8.77% |
Spire Wealth Management |
6,332 |
5,786 |
-546 |
-8.62% |
First Dallas Securities Inc. |
35,249 |
32,283 |
-2,966 |
-8.41% |
Apollon Wealth Management LLC |
20,165 |
18,548 |
-1,617 |
-8.02% |
Pinnacle Bank |
1,617 |
1,497 |
-120 |
-7.42% |
Bond & Devick Financial Network Inc. |
16,717 |
15,500 |
-1,217 |
-7.28% |
Palisade Asset Management LLC |
103,311 |
96,036 |
-7,275 |
-7.04% |
Park Avenue Securities LLC |
8,575 |
7,989 |
-586 |
-6.83% |
Securian Asset Management Inc |
34,866 |
32,500 |
-2,366 |
-6.79% |
Hexagon Capital Partners LLC |
1,688 |
1,578 |
-110 |
-6.52% |
Hennion & Walsh Asset Management Inc. |
42,571 |
39,854 |
-2,717 |
-6.38% |
Checchi Capital Advisers LLC |
6,907 |
6,475 |
-432 |
-6.25% |
Jennison Associates LLC |
1,451,483 |
1,361,016 |
-90,467 |
-6.23% |
Wesbanco Bank Inc. |
4,327 |
4,059 |
-268 |
-6.19% |
Raymond James Financial Services Advisors Inc. |
125,942 |
118,214 |
-7,728 |
-6.14% |
Claro Advisors LLC |
28,675 |
26,938 |
-1,737 |
-6.06% |
JNBA Financial Advisors |
2,616 |
2,458 |
-158 |
-6.04% |
Bank of New York Mellon Corp |
4,082,233 |
3,838,266 |
-243,967 |
-5.98% |
Versant Capital Management Inc |
943 |
888 |
-55 |
-5.83% |
Allworth Financial LP |
7,538 |
7,104 |
-434 |
-5.76% |
Mirae Asset Global Investments Co. Ltd. |
555,890 |
524,506 |
-31,384 |
-5.65% |
Simon Quick Advisors LLC |
4,903 |
4,634 |
-269 |
-5.49% |
Sumitomo Life Insurance Co. |
7,711 |
7,304 |
-407 |
-5.28% |
Charter Trust Co. |
5,689 |
5,389 |
-300 |
-5.27% |
Central Bank & Trust Co. |
27,631 |
26,230 |
-1,401 |
-5.07% |
Private Trust Co. NA |
3,353 |
3,201 |
-152 |
-4.53% |
Bremer Bank National Association |
21,293 |
20,337 |
-956 |
-4.49% |
Nordea Investment Management AB |
2,954,907 |
2,825,061 |
-129,846 |
-4.39% |
Asset Management One Co. Ltd. |
298,074 |
285,248 |
-12,826 |
-4.30% |
LGT Financial Advisors LLC |
1,958 |
1,874 |
-84 |
-4.29% |
Hartford Investment Management Co. |
37,164 |
35,613 |
-1,551 |
-4.17% |
Stiles Financial Services Inc |
51,771 |
49,678 |
-2,093 |
-4.04% |
Bfsg LLC |
995 |
955 |
-40 |
-4.02% |
Hennessy Advisors Inc. |
115,799 |
111,299 |
-4,500 |
-3.89% |
Valued Wealth Advisors LLC |
81 |
78 |
-3 |
-3.70% |
Parsons Capital Management Inc. RI |
8,212 |
7,922 |
-290 |
-3.53% |
First PREMIER Bank |
82,085 |
79,202 |
-2,883 |
-3.51% |
Centre Asset Management LLC |
5,369 |
5,187 |
-182 |
-3.39% |
First National Bank & Trust Co. of Newtown |
10,042 |
9,718 |
-324 |
-3.23% |
Private Advisor Group LLC |
60,565 |
58,641 |
-1,924 |
-3.18% |
Valtinson Bruner Financial Planning LLC |
22,422 |
21,715 |
-707 |
-3.15% |
New Mexico Educational Retirement Board |
28,678 |
27,778 |
-900 |
-3.14% |
Carret Asset Management LLC |
8,589 |
8,339 |
-250 |
-2.91% |
Advisors Management Group Inc. ADV |
12,141 |
11,789 |
-352 |
-2.90% |
Corundum Group Inc. |
5,680 |
5,523 |
-157 |
-2.76% |
WASHINGTON TRUST Co |
2,445 |
2,383 |
-62 |
-2.54% |
Whittier Trust Co. of Nevada Inc. |
1,701 |
1,660 |
-41 |
-2.41% |
RFG Advisory LLC |
5,516 |
5,397 |
-119 |
-2.16% |
Wolff Wiese Magana LLC |
2,149 |
2,103 |
-46 |
-2.14% |
Louisiana State Employees Retirement System |
77,200 |
75,600 |
-1,600 |
-2.07% |
Wealth Enhancement Advisory Services LLC |
326,908 |
320,285 |
-6,623 |
-2.03% |
Cigna Investments Inc. New |
5,942 |
5,822 |
-120 |
-2.02% |
Mutual of America Capital Management LLC |
73,823 |
72,349 |
-1,474 |
-2.00% |
New York State Teachers Retirement System |
543,104 |
532,302 |
-10,802 |
-1.99% |
Yousif Capital Management LLC |
94,979 |
93,384 |
-1,595 |
-1.68% |
First Citizens Bank & Trust Co. |
19,840 |
19,532 |
-308 |
-1.55% |
STF Management LP |
9,352 |
9,220 |
-132 |
-1.41% |
Summit Financial LLC |
4,978 |
4,926 |
-52 |
-1.04% |
Meyer Handelman Co. |
59,345 |
58,870 |
-475 |
-0.80% |
Chicago Partners Investment Group LLC |
6,249 |
6,215 |
-34 |
-0.54% |
BKD Wealth Advisors LLC |
16,356 |
16,296 |
-60 |
-0.37% |
Planning Center Inc. |
3,808 |
3,806 |
-2 |
-0.05% |
13F Filers Exiting XEL |
Financial Synergies Wealth Advisors Inc. |
15 |
0 |
-15 |
-100.00% |
Fox Hill Wealth Management |
18,861 |
0 |
-18,861 |
-100.00% |
Everpar Advisors LLC |
11,276 |
0 |
-11,276 |
-100.00% |
Turtle Creek Wealth Advisors LLC |
405 |
0 |
-405 |
-100.00% |
HTLF Bank |
3,447 |
0 |
-3,447 |
-100.00% |
Arlington Trust Co LLC |
25 |
0 |
-25 |
-100.00% |
Eaton Financial Holdings Company LLC |
84,845 |
0 |
-84,845 |
-100.00% |
Panoramic Investment Advisors LLC |
3,502 |
0 |
-3,502 |
-100.00% |
Ausbil Investment Management Ltd |
89,244 |
0 |
-89,244 |
-100.00% |
Northeast Financial Group Inc. |
6,324 |
0 |
-6,324 |
-100.00% |
Fortitude Family Office LLC |
200 |
0 |
-200 |
-100.00% |
Ulland Investment Advisors LLC |
470 |
0 |
-470 |
-100.00% |
Fifth Lane Capital LP |
8,378 |
0 |
-8,378 |
-100.00% |
Advocate Group LLC |
13,320 |
0 |
-13,320 |
-100.00% |
Annapolis Financial Services LLC |
259 |
0 |
-259 |
-100.00% |
Accel Wealth Management |
3,810 |
0 |
-3,810 |
-100.00% |
Tennessee Valley Asset Management Partners |
37 |
0 |
-37 |
-100.00% |
Fortis Group Advisors LLC |
3,823 |
0 |
-3,823 |
-100.00% |
Davis Capital Management |
267 |
0 |
-267 |
-100.00% |
JNB Advisors LLC |
4,106 |
0 |
-4,106 |
-100.00% |
CCG Wealth Management LLC |
3,784 |
0 |
-3,784 |
-100.00% |
O Brien Greene & Co. Inc |
6,878 |
0 |
-6,878 |
-100.00% |
Princeton Global Asset Management LLC |
197 |
0 |
-197 |
-100.00% |
Cary Street Partners Investment Advisory LLC |
3,777 |
0 |
-3,777 |
-100.00% |
Oak Thistle LLC |
4,616 |
0 |
-4,616 |
-100.00% |
Wambolt & Associates LLC |
6,135 |
0 |
-6,135 |
-100.00% |
Ceredex Value Advisors LLC |
734,700 |
0 |
-734,700 |
-100.00% |
CX Institutional |
5,707 |
0 |
-5,707 |
-100.00% |
Valeo Financial Advisors LLC |
6,756 |
0 |
-6,756 |
-100.00% |
Summit Global Investments |
5,335 |
0 |
-5,335 |
-100.00% |
Clarius Group LLC |
5,542 |
0 |
-5,542 |
-100.00% |
Orgel Wealth Management LLC |
3,303 |
0 |
-3,303 |
-100.00% |
Dynamic Advisor Solutions LLC |
3,885 |
0 |
-3,885 |
-100.00% |
LVW Advisors LLC |
4,536 |
0 |
-4,536 |
-100.00% |
Perigon Wealth Management LLC |
3,346 |
0 |
-3,346 |
-100.00% |
Gilman Hill Asset Management LLC |
4,500 |
0 |
-4,500 |
-100.00% |
Windsor Capital Management LLC |
3,280 |
0 |
-3,280 |
-100.00% |
Krane Funds Advisors LLC |
4,000 |
0 |
-4,000 |
-100.00% |
Boston Trust Walden Corp |
3,347 |
0 |
-3,347 |
-100.00% |
Donaldson Capital Management LLC |
3,296 |
0 |
-3,296 |
-100.00% |
McKinley Carter Wealth Services Inc. |
3,571 |
0 |
-3,571 |
-100.00% |
American National Bank |
26 |
0 |
-26 |
-100.00% |
Strategy Asset Managers LLC |
3,729 |
0 |
-3,729 |
-100.00% |
Tealwood Asset Management Inc. |
3,496 |
0 |
-3,496 |
-100.00% |
Rational Advisors LLC |
518 |
0 |
-518 |
-100.00% |
Woodmont Investment Counsel LLC |
3,380 |
0 |
-3,380 |
-100.00% |
Fulton Breakefield Broenniman LLC |
237,627 |
0 |
-237,627 |
-100.00% |
Schmidt P J Investment Management Inc. |
36,128 |
0 |
-36,128 |
-100.00% |
Braun Stacey Associates Inc. |
98,291 |
0 |
-98,291 |
-100.00% |
Asset Planning Services Inc. LA ADV |
83,163 |
0 |
-83,163 |
-100.00% |
Caldwell Sutter Capital Inc. |
1,379 |
0 |
-1,379 |
-100.00% |
See Summary: Institutional Holders of XEL
See Details: Top 10 Hedge Funds Holding XEL
Also See: XEL Insider Buying
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