Institutional Owners for XEL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WESTERN WEALTH MANAGEMENT LLC | COM | 501 | $1,298,368 | 20,972 | 0.00 | 0.00 | 4,485 | 27.20 | 12-31-2023 |
| ACCREDITED INVESTORS INC | COM | 502 | $1,296,506 | 20,942 | 0.00 | 0.00 | -56 | -0.27 | 12-31-2023 |
| SUMMIT TRAIL ADVISORS LLC | COM | Liquidated | $1,126,809 | 20,934 | 0.00 | 0.00 | 20,934 | +Inf | 03-31-2024 |
| BOKF NA | COM | 504 | $1,292,185 | 20,872 | 0.00 | 0.00 | -3,427 | -14.10 | 12-31-2023 |
