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Aptus Capital Advisors, LLC: XEL position timeline

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

Aptus Capital Advisors, LLC held 31,270 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,270 shares
    Change vs previous 13F -1,467 shares

    0.02% of the 13F portfolio, value $2,510,981.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 32,737 shares
    Change vs previous 13F -8,346 shares

    0.02% of the 13F portfolio, value $2,600,627.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 41,083 shares
    Change vs previous 13F +636 shares

    0.03% of the 13F portfolio, value $3,034,391.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 40,447 shares
    Change vs previous 13F -363 shares

    0.03% of the 13F portfolio, value $3,262,051.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 40,810 shares
    Change vs previous 13F +611 shares

    0.03% of the 13F portfolio, value $2,779,231.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 40,199 shares
    Change vs previous 13F -786 shares

    0.03% of the 13F portfolio, value $2,845,665.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 40,985 shares
    Change vs previous 13F +29,336 shares

    0.03% of the 13F portfolio, value $2,767,274.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 11,649 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $760,680.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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