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Disclosery

Caprock Group, LLC: XEL position timeline

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

Caprock Group, LLC held 11,493 XEL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,493 shares
    Change vs previous 13F -847 shares

    0.02% of the 13F portfolio, value $931,851.

    13F-HR 0001610769-26-000003 filed by Caprock 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 12,340 shares
    Change vs previous 13F +1,334 shares

    0.02% of the 13F portfolio, value $989,087.

    13F-HR 0001610769-26-000002 filed by Caprock 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 11,006 shares
    Change vs previous 13F -2,101 shares

    0.02% of the 13F portfolio, value $820,617.

    13F-HR 0001610769-26-000001 filed by Caprock 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 13,107 shares
    Change vs previous 13F +1,273 shares

    0.02% of the 13F portfolio, value $948,888.

    13F-HR 0001610769-25-000003 filed by Caprock 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 ended2025-03-31
    13F 11,834 shares
    Change vs previous 13F +3,031 shares

    0.03% of the 13F portfolio, value $844,420.

    13F-HR 0001085146-25-003265 filed by Caprock 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 ended2024-12-31
    13F 8,803 shares
    Change vs previous 13F +1,410 shares

    0.02% of the 13F portfolio, value $594,415.

    13F-HR 0001085146-25-000441 filed by Caprock 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 ended2024-09-30
    13F 7,393 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $486,681.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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