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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

  1. period ended2026-06-30
    13F 24,368 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 23,780 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 47,774 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 18,349 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 23,696 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 23,913 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 39,944 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 36,836 shares
    Change 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), ingested

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