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XCEL ENERGY INC
XCEL ENERGY INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 584 Institutional holders with a total value of $14,454,572,284.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PIEDMONT INVESTMENT ADVISORS INC 15 617 0.00%
2 Tarbox Family Office, Inc. 14 1,000 0.00%
3 DELPHI PRIVATE ADVISORS LLC 28 1,000 0.00%
4 THOMPSON DAVIS & CO., INC. 29 1,000 0.00%
5 Parkside Financial Bank & Trust 47 2,000 0.00%
6 HERNDON CAPITAL MANAGEMENT LLC 47 2,000 0.00%
7 CUTLER GROUP LLC / CA 2,900 2,000 0.00% Call
8 PINKERTON WEALTH, LLC 39 2,000 0.00%
9 FIRST INTERSTATE BANK 47 2,000 0.00%
10 Kistler-Tiffany Companies, LLC 90 4,000 0.00%
11 1832 Asset Management L.P. 95 4,000 0.00%
12 WealthTrust-Arizona, LLC 100 4,000 0.00%
13 PHYSICIANS FINANCIAL SERVICES, INC. 96 4,000 0.00%
14 Ledyard National Bank 120 5,000 0.00%
15 Alexandria Capital, LLC 120 5,000 0.00%
16 Financial Management Professionals, Inc. 133 5,000 0.00%
17 DELTA ASSET MANAGEMENT LLC/TN 200 8,000 0.00%
18 Vantage Investment Advisors, LLC 188 8,000 0.00%
19 Community Bank, N.A. 200 8,000 0.00%
20 ZIONS BANCORPORATION 202 8,000 0.00%
21 West Oak Capital, LLC 200 8,228 0.00%
22 AGF INVESTMENTS INC. 223 9,000 0.00%
23 Commonwealth Financial Services, LLC 210 9,000 0.00%
24 HEFTY WEALTH PARTNERS 253 10,000 0.00%
25 SECURITY NATIONAL TRUST CO 231 10,000 0.00%
26 SUTTON WEALTH ADVISORS INC. 251 10,326 0.00%
27 Exchange Capital Management, Inc. 275 11,000 0.00%
28 Cable Hill Partners, LLC 288 11,000 0.00%
29 Gradient Investments LLC 261 11,000 0.00%
30 VALLEY NATIONAL ADVISERS INC 302 12,000 0.00%
31 Hartford Financial Management Inc. 300 12,000 0.00%
32 TRUST CO 289 12,000 0.00%
33 CWM, LLC 310 13,000 0.00%
34 CAPITAL GUARDIAN TRUST CO 314 13,000 0.00%
35 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 336 13,000 0.00%
36 First Personal Financial Services 305 13,000 0.00%
37 Assured Investment Management LLC 345 14,000 0.00%
38 FIRST FINANCIAL CORP /IN/ 355 15,000 0.00%
39 BALDWIN WEALTH PARTNERS LLC/MA 400 16,000 0.00%
40 JNBA Financial Advisors 435 18,000 0.00%
41 SIGNATUREFD, LLC 435 18,000 0.00%
42 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 428 18,000 0.00%
43 Lenox Wealth Advisors, LLC 451 19,000 0.00%
44 Gemmer Asset Management LLC 463 19,000 0.00%
45 Archford Capital Strategies, LLC 495 20,000 0.00%
46 LEBENTHAL ASSET MANAGEMENT, LLC 480 20,000 0.00%
47 First Horizon Advisors, Inc. 539 20,000 0.00%
48 Plante Moran Financial Advisors, LLC 483 20,000 0.00%
49 Clearbridge Investments, LLC 500 21,000 0.00%
50 HIGH POINT BANK & TRUST CO 500 21,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.