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Disclosery

&PARTNERS: XEL position timeline

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

&PARTNERS held 126,448 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,448 shares
    Change vs previous 13F -5,580 shares

    0.04% of the 13F portfolio, value $10,155,326.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 132,028 shares
    Change vs previous 13F -16,537 shares

    0.05% of the 13F portfolio, value $10,498,056.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 148,565 shares
    Change vs previous 13F +13,971 shares

    0.06% of the 13F portfolio, value $10,972,975.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 134,594 shares
    Change vs previous 13F +12,387 shares

    0.07% of the 13F portfolio, value $10,862,563.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 122,207 shares
    Change vs previous 13F +9,891 shares

    0.06% of the 13F portfolio, value $8,316,742.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 112,316 shares
    Change vs previous 13F +5,170 shares

    0.08% of the 13F portfolio, value $7,836,415.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 107,146 shares
    Change vs previous 13F +40,436 shares

    0.09% of the 13F portfolio, value $7,146,171.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 66,710 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,353,546.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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