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Disclosery

D.A. DAVIDSON & CO.: XEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on XEL, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 27,294 XEL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,294 shares
    Change vs previous 13F -2,178 shares

    0.01% of the 13F portfolio, value $2,191,750.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 29,472 shares
    Change vs previous 13F +4,157 shares

    0.01% of the 13F portfolio, value $2,341,313.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 25,315 shares
    Change vs previous 13F -2,207 shares

    0.01% of the 13F portfolio, value $1,869,814.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 27,522 shares
    Change vs previous 13F -347 shares

    0.01% of the 13F portfolio, value $2,219,662.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 27,869 shares
    Change vs previous 13F +678 shares

    0.01% of the 13F portfolio, value $1,897,939.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 27,191 shares
    Change vs previous 13F +314 shares

    0.02% of the 13F portfolio, value $1,924,895.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 26,877 shares
    Change vs previous 13F -5,052 shares

    0.01% of the 13F portfolio, value $1,814,767.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 31,929 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,085,003.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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