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Disclosery

NEOS Investment Management LLC: XEL position timeline

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

NEOS Investment Management LLC held 470,337 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 470,337 shares
    Change vs previous 13F +64,002 shares

    0.14% of the 13F portfolio, value $37,768,062.

    13F-HR 0001172661-26-003274 filed by NEOS Investment 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 ended2026-03-31
    13F 406,335 shares
    Change vs previous 13F -9,014 shares

    0.16% of the 13F portfolio, value $32,279,252.

    13F-HR 0001172661-26-002245 filed by NEOS Investment 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 ended2025-12-31
    13F 415,349 shares
    Change vs previous 13F +111,246 shares

    0.18% of the 13F portfolio, value $30,677,676.

    13F-HR 0001172661-26-001028 filed by NEOS Investment 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 ended2025-09-30
    13F 304,103 shares
    Change vs previous 13F +112,992 shares

    0.18% of the 13F portfolio, value $24,525,906.

    13F-HR 0001172661-25-004623 filed by NEOS Investment 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 ended2025-06-30
    13F 191,111 shares
    Change vs previous 13F +68,176 shares

    0.16% of the 13F portfolio, value $13,014,659.

    13F-HR 0001172661-25-003105 filed by NEOS Investment 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 ended2025-03-31
    13F 122,935 shares
    Change vs previous 13F +53,666 shares

    0.17% of the 13F portfolio, value $8,702,569.

    13F-HR 0001172661-25-001962 filed by NEOS Investment 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 ended2024-12-31
    13F 69,269 shares
    Change vs previous 13F +13,658 shares

    0.11% of the 13F portfolio, value $4,677,043.

    13F-HR 0001172661-25-000673 filed by NEOS Investment 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 ended2024-09-30
    13F 55,611 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,631,399.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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