Skip to content
Disclosery

Bleakley Financial Group, LLC: XEL position timeline

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

Bleakley Financial Group, LLC held 25,105 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,105 shares
    Change vs previous 13F -784 shares

    0.03% of the 13F portfolio, value $2,015,972.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 25,889 shares
    Change vs previous 13F -3,060 shares

    0.03% of the 13F portfolio, value $2,056,653.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 28,949 shares
    Change vs previous 13F +131 shares

    0.04% of the 13F portfolio, value $2,138,205.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 28,818 shares
    Change vs previous 13F +766 shares

    0.05% of the 13F portfolio, value $2,324,207.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 28,052 shares
    Change vs previous 13F +3,099 shares

    0.05% of the 13F portfolio, value $1,910,369.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 24,953 shares
    Change vs previous 13F +1,106 shares

    0.06% of the 13F portfolio, value $1,766,410.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 23,847 shares
    Change vs previous 13F +2,282 shares

    0.05% of the 13F portfolio, value $1,610,166.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 21,565 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,408,174.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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