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Disclosery

RFG Advisory, LLC: XEL position timeline

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

RFG Advisory, LLC held 7,926 XEL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,926 shares
    Change vs previous 13F +575 shares

    0.01% of the 13F portfolio, value $636,460.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 7,351 shares
    Change vs previous 13F -276 shares

    0.01% of the 13F portfolio, value $583,992.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 7,627 shares
    Change vs previous 13F +76 shares

    0.01% of the 13F portfolio, value $563,295.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 7,551 shares
    Change vs previous 13F -25 shares

    0.01% of the 13F portfolio, value $609,015.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 7,576 shares
    Change vs previous 13F -1,303 shares

    0.01% of the 13F portfolio, value $515,959.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 8,879 shares
    Change vs previous 13F +1,626 shares

    0.02% of the 13F portfolio, value $628,558.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 7,253 shares
    Change vs previous 13F +1,804 shares

    0.01% of the 13F portfolio, value $489,719.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 5,449 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $355,817.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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