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XCEL ENERGY INC
(98389B100)

Funds Reporting Holdings of XCEL ENERGY INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Magellan Asset Management Limited 11,720,869 $697,274k Jun 30, 2019 Aug 13, 2019
Cantab Capital Partners LLP 14,666 $694,000k Sep 30, 2017 Nov 14, 2017
DUFF & Phelps Investment Management Co 1,793,881 $106,718k Jun 30, 2019 Aug 2, 2019
Cohen & Steers Capital Management Inc 1,370,597 $47,710k Mar 31, 2015 May 15, 2015
Bruce & Co Inc 436,100 $25,943k Jun 30, 2019 Aug 14, 2019
QS Investors LLC 314,876 $18,732k Jun 30, 2019 Aug 14, 2019
Energy Income Partners LLC 292,817 $17,420k Jun 30, 2019 Aug 14, 2019
Hennessy Advisors Inc 267,899 $15,937k Jun 30, 2019 Jul 11, 2019
Stack Financial Management Inc 190,815 $11,352k Jun 30, 2019 Jul 30, 2019
Dalton Greiner Hartman Maher & Co LLC 140,910 $8,383k Jun 30, 2019 Jul 10, 2019
USA Financial Portformulas Corporation 133,798 $7,521k Jun 30, 2019 Aug 12, 2019
GS Investments Inc 100 $5,949k Jun 30, 2019 Aug 9, 2019
Three Peaks Capital Management LLC 88,248 $5,250k Jun 30, 2019 Aug 6, 2019
Pacer Advisors Inc 81,845 $4,869k Jun 30, 2019 Aug 12, 2019
Sadoff Investment Management LLC 77,837 $4,631k Jun 30, 2019 Aug 7, 2019
Cambridge Investment Research Advisors Inc 74,612 $4,439k Jun 30, 2019 Aug 15, 2019
ARS Investment Partners LLC 70,229 $4,178k Jun 30, 2019 Aug 12, 2019
Alley Company LLC 68,248 $4,060k Jun 30, 2019 Jul 30, 2019
Edgemoor Investment Advisors Inc 43,478 $2,587k Jun 30, 2019 Aug 9, 2019
Sentry Investment Management LLC 30,914 $1,839k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 30,914 $1,839k Jun 30, 2019 Aug 12, 2019
Copperwynd Financial LLC 27,231 $1,620k Jun 30, 2019 Aug 7, 2019
Marietta Investment Partners LLC 24,250 $1,443k Jun 30, 2019 Aug 13, 2019
Northstar Investment Advisors LLC 18,117 $1,078k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 18,117 $1,078k Jun 30, 2019 Jul 17, 2019
OFI Advisors LLC 29,117 $1,031k Sep 30, 2015 Nov 16, 2015
Stillwater Investment Management LLC 16,186 $963k Jun 30, 2019 Jul 3, 2019
American Investment Services Inc 15,213 $905k Jun 30, 2019 Aug 6, 2019
Carret Asset Management LLC 13,685 $814k Jun 30, 2019 Aug 12, 2019
Keystone Financial Planning Inc 13,080 $778k Jun 30, 2019 Aug 5, 2019
Transamerica Financial Advisors Inc 12,535 $746k Jun 30, 2019 Aug 21, 2019
Wellesley Investment Partners LLC 12,518 $744k Jun 30, 2019 Aug 5, 2019
Cahill Financial Advisors Inc 10,846 $646k Jun 30, 2019 Aug 14, 2019
HMS Capital Management LLC 9,800 $583k Put Jun 30, 2019 Jul 12, 2019
Access Financial Services Inc 9,379 $558k Jun 30, 2019 Jul 24, 2019
Bigelow Investment Advisors LLC 9,305 $554k Jun 30, 2019 Jul 17, 2019
Kayne Anderson Capital Advisors LP 9,025 $536k Jun 30, 2019 Jul 29, 2019
Oarsman Capital Inc 8,672 $516k Jun 30, 2019 Aug 13, 2019
Horizon Investment Services LLC 8,654 $515k Jun 30, 2019 Aug 13, 2019
Horizon Financial Services LLC 8,654 $515k Jun 30, 2019 Aug 13, 2019
Wespac Advisors LLC 8,628 $513k Jun 30, 2019 Jul 23, 2019
KMS Financial Services Inc 16,472 $501k Sep 30, 2014 Nov 17, 2014
Dupont Capital Management Corp 8,293 $493k Jun 30, 2019 Jul 30, 2019
ACG Wealth Inc 8,130 $484k Jun 30, 2019 Aug 6, 2019
Carlson Capital Management LLC 8,110 $482k Jun 30, 2019 Jul 15, 2019
The Fiduciary Group LLC 7,413 $441k Jun 30, 2019 Aug 14, 2019
Windsor Capital Management LLC 6,880 $409k Jun 30, 2019 Aug 2, 2019
Crabel Capital Management LLC 6,825 $406k Jun 30, 2019 Aug 13, 2019
Accredited Investors Inc 6,334 $377k Jun 30, 2019 Aug 13, 2019
GHP Investment Advisors Inc 6,299 $375k Jun 30, 2019 Aug 2, 2019
Thompson Investment Management Inc 5,784 $344k Jun 30, 2019 Aug 7, 2019
Midwest Professional Planners Ltd 5,441 $324k Jun 30, 2019 Aug 12, 2019
Northrock Partners LLC 4,977 $299k Jun 30, 2019 Aug 12, 2019
Strategic Advisors LLC 4,554 $270k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 4,554 $270k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 4,554 $270k Jun 30, 2019 Jul 22, 2019
Peak Asset Management LLC 4,256 $253k Jun 30, 2019 Aug 15, 2019
Tealwood Asset Management Inc 4,154 $247k Jun 30, 2019 Aug 6, 2019
Affinity Investment Advisors LLC 4,000 $238k Jun 30, 2019 Aug 8, 2019
GSB Wealth Management LLC 3,365 $200k Jun 30, 2019 Aug 9, 2019
Point72 Asset Management LP 3,300 $196k Jun 30, 2019 Aug 14, 2019
Wealthstreet Investment Advisors LLC 2,031 $121k Jun 30, 2019 Jul 16, 2019
1919 Investment Counsel LLC 3,470 $106k Sep 30, 2014 Nov 14, 2014
Tower VIEW Investment Management & Research LLC 916 $54k Jun 30, 2019 Jul 17, 2019
Stewart & Patten Co LLC 890 $53k Jun 30, 2019 Jul 17, 2019
Vestor Capital LLC 821 $49k Jun 30, 2019 Aug 6, 2019
FFCM LLC 740 $44k Jun 30, 2019 Jul 30, 2019
Horan Securities Inc 330 $20k Jun 30, 2019 Jul 24, 2019
Alphaone Investment Services LLC 200 $12k Jun 30, 2019 Aug 13, 2019
Daiwa SB Investments Ltd 120 $7k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments USA Ltd 120 $7k Mar 31, 2019 Apr 18, 2019
Permanens Capital LP 61 $4k Jun 30, 2019 Aug 9, 2019

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