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Moloney Securities Asset Management, LLC: XEL position timeline

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

Moloney Securities Asset Management, LLC held 18,819 XEL shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 18,819 shares
    Change vs previous 13F +439 shares

    0.18% of the 13F portfolio, value $1,517,780.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 18,380 shares
    Change vs previous 13F -133 shares

    0.15% of the 13F portfolio, value $1,251,656.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 18,513 shares
    Change vs previous 13F -42,814 shares

    0.18% of the 13F portfolio, value $1,310,524.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 61,327 shares
    Change vs previous 13F +551 shares

    0.56% of the 13F portfolio, value $4,140,784.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 60,776 shares
    Change vs previous 13F -780 shares

    0.53% of the 13F portfolio, value $3,968,644.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 61,556 shares
    Change vs previous 13F +6,257 shares

    0.48% of the 13F portfolio, value $3,287,696.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 55,299 shares
    Change vs previous 13F +177 shares

    0.45% of the 13F portfolio, value $2,972,318.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 55,122 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $3,412,631.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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