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Disclosery

Great Waters Wealth Management: XEL position timeline

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

Great Waters Wealth Management held 10,112 XEL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,112 shares
    Change vs previous 13F -21 shares

    0.06% of the 13F portfolio, value $712,673.

    13F-HR 0001964535-26-000005 filed by Great Waters Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,133 shares
    Change vs previous 13F -325 shares

    0.08% of the 13F portfolio, value $813,719.

    13F-HR 0001964535-26-000003 filed by Great Waters 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 ended2026-03-31
    13F 10,458 shares
    Change vs previous 13F -67 shares

    0.09% of the 13F portfolio, value $830,795.

    13F-HR 0001964535-26-000002 filed by Great Waters 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 ended2025-12-31
    13F 10,525 shares
    Change vs previous 13F +16 shares

    0.09% of the 13F portfolio, value $777,355.

    13F-HR 0001964535-26-000001 filed by Great Waters 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 ended2025-09-30
    13F 10,509 shares
    Change vs previous 13F -3,019 shares

    0.1% of the 13F portfolio, value $847,563.

    13F-HR 0001964535-25-000006 filed by Great Waters 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 ended2025-06-30
    13F 13,528 shares
    Change vs previous 13F -520 shares

    0.12% of the 13F portfolio, value $921,247.

    13F-HR 0001964535-25-000004 filed by Great Waters 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 ended2025-03-31
    13F 14,048 shares
    Change vs previous 13F -1,286 shares

    0.14% of the 13F portfolio, value $994,481.

    13F-HR 0001964535-25-000003 filed by Great Waters 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 ended2024-12-31
    13F 15,334 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,035,361.

    13F-HR 0001964535-25-000001 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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