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Hennion & Walsh Asset Management, Inc.: XEL position timeline

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

Hennion & Walsh Asset Management, Inc. held 63,104 XEL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 63,104 shares
    Change vs previous 13F +4,623 shares

    0.13% of the 13F portfolio, value $4,447,570.

    13F-HR 0002000324-26-005579 filed by Hennion & Walsh Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 58,481 shares
    Change vs previous 13F +3,787 shares

    0.13% of the 13F portfolio, value $4,696,024.

    13F-HR 0002000324-26-002845 filed by Hennion & Walsh Asset Management, Inc.
    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 54,694 shares
    Change vs previous 13F +6,748 shares

    0.15% of the 13F portfolio, value $4,344,891.

    13F-HR 0002000324-26-001898 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 47,946 shares
    Change vs previous 13F +12,979 shares

    0.12% of the 13F portfolio, value $3,541,292.

    13F-HR 0002000324-26-000109 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 34,967 shares
    Change vs previous 13F +13,728 shares

    0.1% of the 13F portfolio, value $2,820,089.

    13F-HR 0002000324-25-003954 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 21,239 shares
    Change vs previous 13F -502 shares

    0.06% of the 13F portfolio, value $1,446,376.

    13F-HR 0002000324-25-002684 filed by Hennion & Walsh Asset Management, Inc.
    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 21,741 shares
    Change vs previous 13F +2,702 shares

    0.07% of the 13F portfolio, value $1,539,045.

    13F-HR 0002000324-25-001387 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 19,039 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,285,513.

    13F-HR 0002000324-25-000017 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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