Skip to content
Disclosery

NorthCrest Asset Manangement, LLC: XEL position timeline

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

NorthCrest Asset Manangement, LLC held 3,211 XEL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,211 shares
    Change vs previous 13F -1,204 shares

    0.01% of the 13F portfolio, value $235,563.

    13F-HR 0001214659-26-012760 filed by NorthCrest Asset Manangement, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,415 shares
    Change vs previous 13F +1,202 shares

    0.01% of the 13F portfolio, value $348,908.

    13F-HR 0001214659-26-008575 filed by NorthCrest Asset Manangement, LLC
    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 3,213 shares
    Change vs previous 13F -1,296 shares

    0.01% of the 13F portfolio, value $259,428.

    13F-HR 0001214659-26-004438 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,509 shares
    Change vs previous 13F -2,598 shares

    0.01% of the 13F portfolio, value $334,000.

    13F-HR 0001214659-26-000260 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,107 shares
    Change vs previous 13F +215 shares

    0.01% of the 13F portfolio, value $581,694.

    13F-HR 0001214659-25-015496 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,892 shares
    Change vs previous 13F +2,236 shares

    0.01% of the 13F portfolio, value $469,950.

    13F-HR 0001214659-25-010234 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,656 shares
    Change vs previous 13F +638 shares

    0.01% of the 13F portfolio, value $329,577.

    13F-HR 0001214659-25-005970 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 4,018 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $271,295.

    13F-HR/A 0001214659-25-004461 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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