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Disclosery

Rafferty Asset Management, LLC: XEL position timeline

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

Rafferty Asset Management, LLC held 243,132 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 243,132 shares
    Change vs previous 13F +46,952 shares

    0.04% of the 13F portfolio, value $19,523,500.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, 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 196,180 shares
    Change vs previous 13F -37,742 shares

    0.06% of the 13F portfolio, value $15,584,539.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, 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 233,922 shares
    Change vs previous 13F +1,870 shares

    0.06% of the 13F portfolio, value $17,277,479.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, 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 232,052 shares
    Change vs previous 13F -6,677 shares

    0.06% of the 13F portfolio, value $18,714,994.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, 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 238,729 shares
    Change vs previous 13F +3,311 shares

    0.05% of the 13F portfolio, value $16,257,445.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, 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 235,418 shares
    Change vs previous 13F -19,732 shares

    0.07% of the 13F portfolio, value $16,665,240.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, 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 255,150 shares
    Change vs previous 13F +7,899 shares

    0.06% of the 13F portfolio, value $17,227,728.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, 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 247,251 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $16,145,490.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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