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Cresset Asset Management, LLC: XEL position timeline

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

Cresset Asset Management, LLC held 87,465 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,465 shares
    Change vs previous 13F +6,133 shares

    0.03% of the 13F portfolio, value $7,075,214.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 81,332 shares
    Change vs previous 13F -42,488 shares

    0.03% of the 13F portfolio, value $6,536,499.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, 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 123,820 shares
    Change vs previous 13F +572 shares

    0.04% of the 13F portfolio, value $9,215,825.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, 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/A 123,248 shares
    Change vs previous 13F +2,945 shares

    0.04% of the 13F portfolio, value $10,009,955.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, 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/A 120,303 shares
    Change vs previous 13F -8,315 shares

    0.04% of the 13F portfolio, value $8,261,010.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, 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 128,618 shares
    Change vs previous 13F +117,882 shares

    0.05% of the 13F portfolio, value $9,177,549.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, LLC
    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 10,736 shares
    Change vs previous 13F -36,012 shares

    <0.01% of the 13F portfolio, value $724,893.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 46,748 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,074,324.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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