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CAPTRUST FINANCIAL ADVISORS: XEL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 116,229 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,229 shares
    Change vs previous 13F -20,971 shares

    0.01% of the 13F portfolio, value $9,333,221.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 137,200 shares
    Change vs previous 13F +21,969 shares

    0.02% of the 13F portfolio, value $10,898,983.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 115,231 shares
    Change vs previous 13F -184 shares

    0.02% of the 13F portfolio, value $8,510,981.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 115,415 shares
    Change vs previous 13F +3,982 shares

    0.02% of the 13F portfolio, value $9,308,188.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 111,433 shares
    Change vs previous 13F +108 shares

    0.02% of the 13F portfolio, value $7,588,555.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 111,325 shares
    Change vs previous 13F +4,969 shares

    0.02% of the 13F portfolio, value $7,880,708.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 106,356 shares
    Change vs previous 13F +6,984 shares

    0.02% of the 13F portfolio, value $7,181,134.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 99,372 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,489,003.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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