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Disclosery

Allworth Financial LP: XEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on XEL, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 217,555 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 217,555 shares
    Change vs previous 13F -5,703 shares

    0.07% of the 13F portfolio, value $17,469,628.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 223,258 shares
    Change vs previous 13F -3,556 shares

    0.07% of the 13F portfolio, value $17,735,604.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 226,814 shares
    Change vs previous 13F -1,356 shares

    0.07% of the 13F portfolio, value $16,752,512.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 228,170 shares
    Change vs previous 13F -4,092 shares

    0.08% of the 13F portfolio, value $18,401,914.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 232,262 shares
    Change vs previous 13F -6,305 shares

    0.08% of the 13F portfolio, value $15,817,047.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 238,567 shares
    Change vs previous 13F -8,993 shares

    0.09% of the 13F portfolio, value $16,768,900.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 247,560 shares
    Change vs previous 13F -41,296 shares

    0.09% of the 13F portfolio, value $16,581,602.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 288,856 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $18,862,296.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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