Royal Fund Management, LLC: XEL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Royal Fund Management, LLC on XEL, newest first. How the timeline and the estimate are built.
Royal Fund Management, LLC held 24,368 XEL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 24,368 sharesChange vs previous 13F +588 shares
0.16% of the 13F portfolio, value $1,956,794.
13F-HR 0001172661-26-002681 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 23,780 sharesChange vs previous 13F -23,994 shares
0.18% of the 13F portfolio, value $1,889,051.
13F-HR 0001172661-26-002431 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 47,774 sharesChange vs previous 13F +29,425 shares
0.32% of the 13F portfolio, value $3,528,722.
13F-HR 0001172661-26-000197 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18,349 sharesChange vs previous 13F -5,347 shares
0.18% of the 13F portfolio, value $1,479,825.
13F-HR 0001172661-25-004479 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 23,696 sharesChange vs previous 13F -217 shares
0.17% of the 13F portfolio, value $1,613,667.
13F-HR 0001172661-25-003168 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,913 sharesChange vs previous 13F -16,031 shares
0.2% of the 13F portfolio, value $1,692,963.
13F-HR 0001172661-25-001875 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 39,944 sharesChange vs previous 13F +3,108 shares
0.29% of the 13F portfolio, value $2,697,104.
13F-HR 0001172661-25-000229 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 36,836 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $2,405,430.
13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).