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Procyon Advisors, LLC: XEL position timeline

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

Procyon Advisors, LLC held 13,831 XEL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,831 shares
    Change vs previous 13F -2,062 shares

    0.05% of the 13F portfolio, value $1,110,599.

    13F-HR 0001951757-26-000939 filed by Procyon 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 15,893 shares
    Change vs previous 13F -136 shares

    0.06% of the 13F portfolio, value $1,262,531.

    13F-HR 0001951757-26-000765 filed by Procyon 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 16,029 shares
    Change vs previous 13F -2,657 shares

    0.06% of the 13F portfolio, value $1,183,899.

    13F-HR 0001951757-26-000027 filed by Procyon 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 18,686 shares
    Change vs previous 13F -4,779 shares

    0.09% of the 13F portfolio, value $1,507,030.

    13F-HR 0001951757-25-001218 filed by Procyon 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 23,465 shares
    Change vs previous 13F -5,172 shares

    0.15% of the 13F portfolio, value $1,597,940.

    13F-HR 0001951757-25-000600 filed by Procyon 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 28,637 shares
    Change vs previous 13F +20 shares

    0.12% of the 13F portfolio, value $2,027,239.

    13F-HR 0001951757-25-000320 filed by Procyon 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 28,617 shares
    Change vs previous 13F +1,845 shares

    0.12% of the 13F portfolio, value $1,932,230.

    13F-HR 0001951757-25-000036 filed by Procyon 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 26,772 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,747,760.

    13F-HR 0001951757-24-001018 filed by Procyon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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