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Disclosery

Old Port Advisors: XEL position timeline

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

Old Port Advisors held 8,059 XEL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,059 shares
    Change vs previous 13F -145 shares

    0.13% of the 13F portfolio, value $647,138.

    13F-HR 0001744348-26-000003 filed by Old Port Advisors
    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 8,204 shares
    Change vs previous 13F -41 shares

    0.15% of the 13F portfolio, value $651,726.

    13F-HR 0001744348-26-000002 filed by Old Port Advisors
    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 8,245 shares
    Change vs previous 13F -102 shares

    0.15% of the 13F portfolio, value $608,976.

    13F-HR 0001744348-26-000001 filed by Old Port Advisors
    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 8,347 shares
    Change vs previous 13F -158 shares

    0.17% of the 13F portfolio, value $673,186.

    13F-HR 0001744348-25-000006 filed by Old Port Advisors
    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 8,505 shares
    Change vs previous 13F -50 shares

    0.16% of the 13F portfolio, value $579,191.

    13F-HR 0001744348-25-000004 filed by Old Port Advisors
    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 8,555 shares
    Change vs previous 13F -52 shares

    0.18% of the 13F portfolio, value $605,608.

    13F-HR 0001744348-25-000003 filed by Old Port Advisors
    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 8,607 shares
    Change vs previous 13F -225 shares

    0.17% of the 13F portfolio, value $581,145.

    13F-HR 0001744348-25-000001 filed by Old Port Advisors
    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 8,832 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $576,730.

    13F-HR 0001744348-24-000004 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

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