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Steward Partners Investment Advisory, LLC: XEL position timeline

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

Steward Partners Investment Advisory, LLC held 15,170 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,170 shares
    Change vs previous 13F -1,164 shares

    0.01% of the 13F portfolio, value $1,218,190.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment 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 16,334 shares
    Change vs previous 13F -4,980 shares

    0.01% of the 13F portfolio, value $1,297,561.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment 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 21,314 shares
    Change vs previous 13F +4,731 shares

    0.01% of the 13F portfolio, value $1,574,239.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment 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 16,583 shares
    Change vs previous 13F -958 shares

    0.01% of the 13F portfolio, value $1,337,430.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment 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 17,541 shares
    Change vs previous 13F -1,687 shares

    0.01% of the 13F portfolio, value $1,194,553.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment 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 19,228 shares
    Change vs previous 13F +2,450 shares

    0.01% of the 13F portfolio, value $1,361,165.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment 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 16,778 shares
    Change vs previous 13F +1,329 shares

    0.01% of the 13F portfolio, value $1,132,823.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment 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 15,449 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,008,789.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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