Skip to content
Disclosery

Ascent Group, LLC: XEL position timeline

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

Ascent Group, LLC held 25,464 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,464 shares
    Change vs previous 13F +1,149 shares

    0.06% of the 13F portfolio, value $2,044,771.

    13F-HR 0001913231-26-000003 filed by Ascent Group, 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 24,315 shares
    Change vs previous 13F +54 shares

    0.07% of the 13F portfolio, value $1,931,590.

    13F-HR 0001913231-26-000002 filed by Ascent Group, 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 24,261 shares
    Change vs previous 13F +1,221 shares

    0.06% of the 13F portfolio, value $1,791,941.

    13F-HR 0001913231-26-000001 filed by Ascent Group, 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 23,040 shares
    Change vs previous 13F +287 shares

    0.07% of the 13F portfolio, value $1,858,150.

    13F-HR 0001913231-25-000006 filed by Ascent Group, 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 22,753 shares
    Change vs previous 13F +3,427 shares

    0.06% of the 13F portfolio, value $1,549,469.

    13F-HR 0001913231-25-000003 filed by Ascent Group, 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 19,326 shares
    Change vs previous 13F +6,455 shares

    0.06% of the 13F portfolio, value $1,368,088.

    13F-HR 0001913231-25-000002 filed by Ascent Group, 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 12,871 shares
    Change vs previous 13F +7,925 shares

    0.07% of the 13F portfolio, value $869,050.

    13F-HR 0001221073-25-000036 filed by Ascent Group, 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 4,946 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $322,974.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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