Institutional Owners for XEL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CHOREO LLC | COM | 901 | $271,257 | 5,047 | 0.00 | 0.00 | 37 | 0.74 | 03-31-2024 |
| QUANTUM FINANCIAL ADVISORS LLC | COM | 902 | $271,169 | 5,045 | 0.00 | 0.00 | 519 | 11.47 | 03-31-2024 |
| WEALTHSTAR ADVISORS LLC | COM | 903 | $323,000 | 5,045 | 0.15 | 5,045 | +Inf | 09-30-2022 | |
| MONETA GROUP INVESTMENT ADVISORS LLC | COM | 904 | $312,056 | 5,040 | 0.00 | 0.00 | 551 | 12.27 | 12-31-2023 |
