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Aventail Capital Group, LP: XEL position timeline

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

Aventail Capital Group, LP held 236,603 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 236,603 shares
    Change vs previous 13F -19,939 shares

    1.09% of the 13F portfolio, value $18,999,221.

    13F-HR 0001420506-26-001817 filed by Aventail Capital Group, 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 256,542 shares
    Change vs previous 13F +31,429 shares

    0.98% of the 13F portfolio, value $20,379,696.

    13F-HR 0001420506-26-001162 filed by Aventail Capital Group, 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 225,113 shares
    Change vs previous 13F -620,376 shares

    0.96% of the 13F portfolio, value $16,626,846.

    13F-HR 0001420506-26-000562 filed by Aventail Capital Group, 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 845,489 shares
    Change vs previous 13F +275,712 shares

    3.24% of the 13F portfolio, value $68,188,688.

    13F-HR 0001420506-25-003409 filed by Aventail Capital Group, 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 569,777 shares
    Change vs previous 13F -2,442 shares

    1.72% of the 13F portfolio, value $38,801,814.

    13F-HR 0001420506-25-002080 filed by Aventail Capital Group, 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 572,219 shares
    Change vs previous 13F +2,704 shares

    2% of the 13F portfolio, value $40,507,383.

    13F-HR 0001420506-25-001237 filed by Aventail Capital Group, 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 569,515 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $38,453,653.

    13F-HR 0001420506-25-000511 filed by Aventail Capital Group, LP
    Filed (acceptance time not in the bulk data set), ingested

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