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Disclosery

SummitTX Capital, L.P.: XEL position timeline

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

SummitTX Capital, L.P. held 125,621 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 125,621 shares
    Change vs previous 13F -78,004 shares

    0.27% of the 13F portfolio, value $10,087,366.

    13F-HR 0002052310-26-000002 filed by SummitTX Capital, L.P.
    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 203,625 shares
    Change vs previous 13F -82,141 shares

    0.52% of the 13F portfolio, value $16,175,970.

    13F-HR 0000905148-26-002402 filed by SummitTX Capital, L.P.
    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 285,766 shares
    Change vs previous 13F +70,632 shares

    0.64% of the 13F portfolio, value $21,106,677.

    13F-HR 0000905148-26-000842 filed by SummitTX Capital, L.P.
    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 215,134 shares
    Change vs previous 13F +67,293 shares

    0.72% of the 13F portfolio, value $17,350,557.

    13F-HR 0000905148-25-004050 filed by SummitTX Capital, L.P.
    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 147,841 shares
    Change vs previous 13F -141,628 shares

    0.44% of the 13F portfolio, value $10,067,972.

    13F-HR 0000905148-25-002950 filed by SummitTX Capital, L.P.
    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 289,469 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $20,491,511.

    13F-HR 0000905148-25-001746 filed by SummitTX Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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