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Proquility Private Wealth Partners, LLC: XEL position timeline

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

Proquility Private Wealth Partners, LLC held 40,141 XEL shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 40,141 shares
    Change vs previous 13F +213 shares

    0.88% of the 13F portfolio, value $2,841,581.

    13F-HR 0001172661-25-002154 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 39,928 shares
    Change vs previous 13F +2,727 shares

    0.87% of the 13F portfolio, value $2,695,939.

    13F-HR 0001172661-25-000242 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 37,201 shares
    Change vs previous 13F -669 shares

    0.78% of the 13F portfolio, value $2,429,225.

    13F-HR 0001172661-24-004260 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 37,870 shares
    Change vs previous 13F +320 shares

    0.69% of the 13F portfolio, value $2,022,637.

    13F-HR 0001172661-24-003180 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 37,550 shares
    Change vs previous 13F +4,158 shares

    0.69% of the 13F portfolio, value $2,018,313.

    13F-HR 0001172661-24-001995 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 33,392 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,067,299.

    13F-HR 0001172661-24-000686 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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