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Summit Trail Advisors, LLC: XEL position timeline

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

Summit Trail Advisors, LLC held 46,294 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,294 shares
    Change vs previous 13F +1,730 shares

    0.05% of the 13F portfolio, value $3,717,405.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, 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 44,564 shares
    Change vs previous 13F +1,289 shares

    0.05% of the 13F portfolio, value $3,540,161.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, 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 43,275 shares
    Change vs previous 13F -1,370 shares

    0.06% of the 13F portfolio, value $3,220,988.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, 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 44,645 shares
    Change vs previous 13F +17,079 shares

    0.05% of the 13F portfolio, value $3,623,985.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, 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 27,566 shares
    Change vs previous 13F +1,374 shares

    0.03% of the 13F portfolio, value $1,893,127.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, 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 26,192 shares
    Change vs previous 13F +2,339 shares

    0.06% of the 13F portfolio, value $1,868,955.

    13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, 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 23,853 shares
    Change vs previous 13F +1,911 shares

    0.06% of the 13F portfolio, value $1,610,555.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, 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 21,942 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,444,757.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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