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Disclosery

AE Wealth Management LLC: XEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on XEL, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 198,538 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,538 shares
    Change vs previous 13F -25,997 shares

    0.07% of the 13F portfolio, value $15,942,657.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 224,535 shares
    Change vs previous 13F +31,062 shares

    0.1% of the 13F portfolio, value $17,837,220.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 193,473 shares
    Change vs previous 13F +167,298 shares

    0.08% of the 13F portfolio, value $14,289,964.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,175 shares
    Change vs previous 13F +1,839 shares

    0.01% of the 13F portfolio, value $2,111,015.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,336 shares
    Change vs previous 13F +5,528 shares

    0.01% of the 13F portfolio, value $1,657,267.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,808 shares
    Change vs previous 13F -890 shares

    0.01% of the 13F portfolio, value $1,331,405.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,698 shares
    Change vs previous 13F +1,114 shares

    0.01% of the 13F portfolio, value $1,329,986.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,584 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,213,572.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).