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Disclosery

BAILARD, INC.: XEL position timeline

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

BAILARD, INC. held 25,128 XEL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,128 shares
    Change vs previous 13F +5,284 shares

    0.04% of the 13F portfolio, value $2,017,766.

    13F-HR 0001172661-26-002958 filed by BAILARD, INC.
    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 19,844 shares
    Change vs previous 13F -680 shares

    0.04% of the 13F portfolio, value $1,576,474.

    13F-HR 0001172661-26-001642 filed by BAILARD, INC.
    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 20,524 shares
    Change vs previous 13F +2,600 shares

    0.03% of the 13F portfolio, value $1,515,903.

    13F-HR 0001172661-26-000466 filed by BAILARD, INC.
    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 17,924 shares
    Change vs previous 13F +4,119 shares

    0.03% of the 13F portfolio, value $1,445,571.

    13F-HR 0001172661-25-004491 filed by BAILARD, INC.
    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 13,805 shares
    Change vs previous 13F -453 shares

    0.02% of the 13F portfolio, value $940,121.

    13F-HR 0001172661-25-002963 filed by BAILARD, INC.
    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 14,258 shares
    Change vs previous 13F +1,421 shares

    0.03% of the 13F portfolio, value $1,009,324.

    13F-HR 0001172661-25-001565 filed by BAILARD, INC.
    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 12,837 shares
    Change vs previous 13F +370 shares

    0.02% of the 13F portfolio, value $866,754.

    13F-HR 0001172661-25-000513 filed by BAILARD, INC.
    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 12,467 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $814,095.

    13F-HR 0001172661-24-004423 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

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