Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KESLER NORMAN & WRIDE LLC | 04-19-2024 | 03-31-2024 | 153 | 471,231,053 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| XCEL ENERGY INC | COM | 151 | $550,374 | 10,239 | 0.00 | 0.00 | -15,768 | -60.63 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 152 | $522,711 | 12,457 | 0.00 | 0.00 | -15,822 | -55.95 | 03-31-2024 |
| ISHARES TR | MSCI USA ESG SLC | 153 | $508,951 | 4,662 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 154 | $505,199 | 3,318 | 0.00 | 0.00 | 38 | 1.16 | 03-31-2024 |
