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Disclosery

Ethic Inc.: XEL position timeline

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

Ethic Inc. held 28,851 XEL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,851 shares
    Change vs previous 13F +2,378 shares

    0.03% of the 13F portfolio, value $2,316,730.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 26,473 shares
    Change vs previous 13F +364 shares

    0.03% of the 13F portfolio, value $2,103,047.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 26,109 shares
    Change vs previous 13F +1,719 shares

    0.03% of the 13F portfolio, value $1,928,398.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 24,390 shares
    Change vs previous 13F +3,995 shares

    0.03% of the 13F portfolio, value $1,967,053.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 20,395 shares
    Change vs previous 13F -935 shares

    0.02% of the 13F portfolio, value $1,382,374.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 21,330 shares
    Change vs previous 13F -1,700 shares

    0.03% of the 13F portfolio, value $1,508,452.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 23,030 shares
    Change vs previous 13F +8,168 shares

    0.03% of the 13F portfolio, value $1,554,954.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    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 14,862 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $798,833.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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