Skip to content
Disclosery

Carlson Capital Management: XEL position timeline

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

Carlson Capital Management held 4,837 XEL shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 4,837 shares
    Change vs previous 13F +986 shares

    0.01% of the 13F portfolio, value $326,605.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 3,851 shares
    Change vs previous 13F +25 shares

    0.01% of the 13F portfolio, value $251,443.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 3,826 shares
    Change vs previous 13F -144 shares

    0.01% of the 13F portfolio, value $204,329.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 3,970 shares
    Change vs previous 13F -8,115 shares

    0.01% of the 13F portfolio, value $213,373.

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 12,085 shares
    Change vs previous 13F +224 shares

    0.04% of the 13F portfolio, value $748,192.

    13F-HR 0001581298-24-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 11,861 shares
    Change vs previous 13F -1,055 shares

    0.04% of the 13F portfolio, value $678,677.

    13F-HR 0001581298-23-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 12,916 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $803,003.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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