Copley Financial Group, Inc.: XEL position timeline

Copley Financial Group, Inc. held 0 XEL shares at 2025-09-30 per its 13F-HR filed 2025-11-18.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -6,238 shares

   13F-HR 0002045258-25-000006 filed by Copley Financial Group, Inc.
   Filed 2025-11-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 6,238 shares

   Change vs previous 13F -714 shares

   0.32% of the 13F portfolio, value $424,808.

   13F-HR 0002045258-25-000004 filed by Copley Financial Group, Inc.
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F/A 6,952 shares

   Change vs previous 13F -206 shares

   0.38% of the 13F portfolio, value $492,132.

   13F-HR/A 0002045258-25-000003 filed by Copley Financial Group, Inc.
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2024-12-31

   13F 7,158 shares

   Change vs previous 13F -986 shares

   0.37% of the 13F portfolio, value $483,308.

   13F-HR 0002045258-25-000001 filed by Copley Financial Group, Inc.
   Filed 2025-03-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-09-30

   13F 8,144 shares

   Change vs previous 13F not available

   0.48% of the 13F portfolio, value $531,803.

   13F-HR 0002045258-24-000002 filed by Copley Financial Group, Inc.
   Filed 2024-12-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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