Skip to content
Disclosery

Matrix Trust Co: XEL position timeline

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

Matrix Trust Co held 0 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 0 shares
    Change vs previous 13F -17,475 shares

    0% of the 13F portfolio, value $0.

    13F-HR 0001784277-26-000008 filed by Matrix Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,475 shares
    Change vs previous 13F -672 shares

    0.2% of the 13F portfolio, value $1,403,000.

    13F-HR 0001784277-26-000006 filed by Matrix Trust Co
    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 18,147 shares
    Change vs previous 13F +411 shares

    0.24% of the 13F portfolio, value $1,442,000.

    13F-HR 0001784277-26-000004 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,736 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,310,000.

    13F-HR 0001784277-26-000001 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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