Skip to content
Disclosery

NewEdge Advisors, LLC: XEL position timeline

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

NewEdge Advisors, LLC held 100,085 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,085 shares
    Change vs previous 13F -1,059 shares

    0.02% of the 13F portfolio, value $8,036,757.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 101,144 shares
    Change vs previous 13F +11,918 shares

    0.03% of the 13F portfolio, value $8,034,896.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 89,226 shares
    Change vs previous 13F -21,247 shares

    0.02% of the 13F portfolio, value $6,590,266.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 110,473 shares
    Change vs previous 13F +43,997 shares

    0.04% of the 13F portfolio, value $8,909,602.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 66,476 shares
    Change vs previous 13F +1,374 shares

    0.02% of the 13F portfolio, value $4,527,010.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 65,102 shares
    Change vs previous 13F +2,391 shares

    0.03% of the 13F portfolio, value $4,608,541.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 62,711 shares
    Change vs previous 13F -3,241 shares

    0.03% of the 13F portfolio, value $4,234,255.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 65,952 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,306,688.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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