Institutional Owners for XEL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| STEPHENS INC /AR/ | COM | 951 | $259,140 | 4,529 | 0.00 | 0.00 | 1,248 | 38.04 | 09-30-2023 |
| FIDELIS CAPITAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 37 | 0.83 | 12-31-2023 |
| BALENTINE LLC | COM | 953 | $278,792 | 4,503 | 0.00 | 0.00 | 544 | 13.74 | 12-31-2023 |
| GILMAN HILL ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
