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Disclosery

Dakota Wealth Management: XEL position timeline

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

Dakota Wealth Management held 18,883 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,883 shares
    Change vs previous 13F -1,111 shares

    0.03% of the 13F portfolio, value $1,516,310.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 19,994 shares
    Change vs previous 13F +1,175 shares

    0.03% of the 13F portfolio, value $1,588,292.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 18,819 shares
    Change vs previous 13F -1,174 shares

    0.02% of the 13F portfolio, value $1,389,993.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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 19,993 shares
    Change vs previous 13F -2,087 shares

    0.03% of the 13F portfolio, value $1,612,444.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 22,080 shares
    Change vs previous 13F +975 shares

    0.03% of the 13F portfolio, value $1,503,617.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 21,105 shares
    Change vs previous 13F -2,025 shares

    0.03% of the 13F portfolio, value $1,494,027.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 23,130 shares
    Change vs previous 13F +151 shares

    0.04% of the 13F portfolio, value $1,561,769.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 22,979 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,500,500.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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