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Disclosery

Bogart Wealth, LLC: XEL position timeline

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

Bogart Wealth, LLC held 64,991 XEL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,991 shares
    Change vs previous 13F +1,703 shares

    0.18% of the 13F portfolio, value $5,218,738.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 63,288 shares
    Change vs previous 13F +2,480 shares

    0.19% of the 13F portfolio, value $5,027,584.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 60,808 shares
    Change vs previous 13F +886 shares

    0.18% of the 13F portfolio, value $4,491,277.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 59,922 shares
    Change vs previous 13F +1,722 shares

    0.2% of the 13F portfolio, value $4,832,673.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 58,200 shares
    Change vs previous 13F -11,854 shares

    0.17% of the 13F portfolio, value $3,963,437.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 70,054 shares
    Change vs previous 13F -750 shares

    0.23% of the 13F portfolio, value $4,959,126.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 70,804 shares
    Change vs previous 13F -2,072 shares

    0.23% of the 13F portfolio, value $4,780,671.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 72,876 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,758,803.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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