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CoreCap Advisors, LLC: XEL position timeline

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

CoreCap Advisors, LLC held 3,102 XEL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,102 shares
    Change vs previous 13F +1,339 shares

    0.01% of the 13F portfolio, value $218,629.

    13F-HR 0001902501-26-000006 filed by CoreCap Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,763 shares
    Change vs previous 13F -157 shares

    <0.01% of the 13F portfolio, value $141,569.

    13F-HR 0001902501-26-000003 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,920 shares
    Change vs previous 13F +99 shares

    0.01% of the 13F portfolio, value $152,525.

    13F-HR 0001902501-26-000002 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,821 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $134,499.

    13F-HR 0001902501-26-000001 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,824 shares
    Change vs previous 13F +1,030 shares

    0.01% of the 13F portfolio, value $147,181.

    13F-HR 0001902501-25-000005 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 794 shares
    Change vs previous 13F -64 shares

    <0.01% of the 13F portfolio, value $54,135.

    13F-HR 0001902501-25-000004 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 858 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $60,733.

    13F-HR 0001984732-25-000005 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 897 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $60,561.

    13F-HR 0001984732-25-000003 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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