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Disclosery

Sone Capital Management, LLC: XEL position timeline

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

Sone Capital Management, LLC held 98,863 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 98,863 shares
    Change vs previous 13F -73,991 shares

    0.6% of the 13F portfolio, value $7,938,699.

    13F-HR 0002026215-26-000006 filed by Sone Capital 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 172,854 shares
    Change vs previous 13F -73,250 shares

    1.15% of the 13F portfolio, value $13,731,522.

    13F-HR 0002026215-26-000004 filed by Sone Capital 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 246,104 shares
    Change vs previous 13F +246,104 shares

    1.47% of the 13F portfolio, value $18,177,241.

    13F-HR 0002026215-26-000002 filed by Sone Capital 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 0 shares
    Change vs previous 13F -259,916 shares

    13F-HR 0002026215-25-000008 filed by Sone Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 259,916 shares
    Change vs previous 13F +741 shares

    1.63% of the 13F portfolio, value $17,700,280.

    13F-HR 0001970572-25-000007 filed by Sone Capital 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 259,175 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $18,346,998.

    13F-HR 0002026215-25-000003 filed by Sone Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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