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Cetera Investment Advisers: XEL position timeline

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

Cetera Investment Advisers held 215,973 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 215,973 shares
    Change vs previous 13F +8,207 shares

    0.02% of the 13F portfolio, value $17,342,636.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 207,766 shares
    Change vs previous 13F -8,640 shares

    0.02% of the 13F portfolio, value $16,504,922.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 216,406 shares
    Change vs previous 13F +4,568 shares

    0.02% of the 13F portfolio, value $15,983,802.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 211,838 shares
    Change vs previous 13F +48,241 shares

    0.02% of the 13F portfolio, value $17,084,801.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 163,597 shares
    Change vs previous 13F +663 shares

    0.02% of the 13F portfolio, value $11,140,897.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 162,934 shares
    Change vs previous 13F +5,741 shares

    0.02% of the 13F portfolio, value $11,534,100.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 157,193 shares
    Change vs previous 13F +12,937 shares

    0.02% of the 13F portfolio, value $10,613,657.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 144,256 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,419,940.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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