Institutional Owners for XEL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MCCLARREN FINANCIAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.21 | 0.22 | 24 | 0.72 | 03-31-2024 |
| PERIGON WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,346 | +Inf | 03-31-2024 | |
| SHEAFF BROCK INVESTMENT ADVISORS LLC | COM | 1103 | $206,552 | 3,336 | 0.00 | 3,336 | +Inf | 12-31-2023 | |
| HOWE & RUSLING INC | COM | 1104 | $207,400 | 3,336 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
