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Disclosery

Code Waechter LLC: XEL position timeline

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

Code Waechter LLC held 7,900 XEL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,900 shares
    Change vs previous 13F -966 shares

    0.33% of the 13F portfolio, value $634,370.

    13F-HR 0002039212-26-000003 filed by Code Waechter 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 8,866 shares
    Change vs previous 13F -785 shares

    0.42% of the 13F portfolio, value $704,315.

    13F-HR 0002039212-26-000002 filed by Code Waechter 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 9,651 shares
    Change vs previous 13F +92 shares

    0.46% of the 13F portfolio, value $712,823.

    13F-HR 0002039212-26-000001 filed by Code Waechter 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 9,559 shares
    Change vs previous 13F +255 shares

    0.5% of the 13F portfolio, value $772,845.

    13F-HR 0002039212-25-000006 filed by Code Waechter 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 9,304 shares
    Change vs previous 13F +3,067 shares

    0.45% of the 13F portfolio, value $633,602.

    13F-HR 0002039212-25-000005 filed by Code Waechter 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 6,237 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $442,000.

    13F-HR 0002039212-25-000003 filed by Code Waechter LLC
    Filed (acceptance time not in the bulk data set), ingested

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