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LPL Financial LLC: XEL position timeline

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

LPL Financial LLC held 1,526,598 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 1,526,598 shares
    Change vs previous 13F -139,626 shares

    0.03% of the 13F portfolio, value $122,585,819.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    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 1,666,224 shares
    Change vs previous 13F -114,435 shares

    0.04% of the 13F portfolio, value $132,364,814.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    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 1,780,659 shares
    Change vs previous 13F +75,319 shares

    0.04% of the 13F portfolio, value $131,519,447.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    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 1,705,340 shares
    Change vs previous 13F +54,387 shares

    0.04% of the 13F portfolio, value $137,535,659.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    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 1,650,953 shares
    Change vs previous 13F +109,383 shares

    0.04% of the 13F portfolio, value $112,429,914.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    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 1,541,570 shares
    Change vs previous 13F +156,802 shares

    0.04% of the 13F portfolio, value $109,127,712.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    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 1,384,768 shares
    Change vs previous 13F +99,389 shares

    0.04% of the 13F portfolio, value $93,499,500.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    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 1,285,379 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $83,935,204.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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