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Socorro Asset Management LP: XEL position timeline

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

Socorro Asset Management LP held 100,977 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 100,977 shares
    Change vs previous 13F -4,177 shares

    3.64% of the 13F portfolio, value $8,108,453.

    13F-HR 0001781882-26-000005 filed by Socorro Asset Management LP
    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 105,154 shares
    Change vs previous 13F +7,953 shares

    3.78% of the 13F portfolio, value $8,353,434.

    13F-HR 0001781882-26-000004 filed by Socorro Asset Management LP
    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 97,201 shares
    Change vs previous 13F +29,561 shares

    2.78% of the 13F portfolio, value $7,179,266.

    13F-HR 0001781882-26-000002 filed by Socorro Asset Management LP
    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 67,640 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $5,455,166.

    13F-HR 0001781882-25-000006 filed by Socorro Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

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