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Disclosery

Florida Trust Wealth Management Co: XEL position timeline

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

Florida Trust Wealth Management Co held 19,919 XEL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,919 shares
    Change vs previous 13F +1,502 shares

    0.04% of the 13F portfolio, value $1,599,496.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management 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 18,417 shares
    Change vs previous 13F -98 shares

    0.04% of the 13F portfolio, value $1,463,046.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management 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 18,515 shares
    Change vs previous 13F -589 shares

    0.04% of the 13F portfolio, value $1,367,518.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management 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 19,104 shares
    Change vs previous 13F -493 shares

    0.04% of the 13F portfolio, value $1,540,738.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management 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 19,597 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,334,556.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management 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 19,597 shares
    Change vs previous 13F +59 shares

    0.05% of the 13F portfolio, value $1,387,271.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management 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 19,538 shares
    Change vs previous 13F +3,219 shares

    0.04% of the 13F portfolio, value $1,319,206.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management 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 16,319 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,065,631.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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