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Disclosery

BANK OF MONTREAL /CAN/: XEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on XEL, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 3,395,450 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,395,450 shares
    Change vs previous 13F +2,707,596 shares

    0.1% of the 13F portfolio, value $272,654,657.

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    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 687,854 shares
    Change vs previous 13F -2,408,333 shares

    0.02% of the 13F portfolio, value $54,643,138.

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    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 3,096,187 shares
    Change vs previous 13F +1,646,220 shares

    0.09% of the 13F portfolio, value $228,684,355.

    13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
    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 1,449,967 shares
    Change vs previous 13F +811,360 shares

    0.05% of the 13F portfolio, value $116,939,856.

    13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
    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 638,607 shares
    Change vs previous 13F -68,507 shares

    0.02% of the 13F portfolio, value $43,489,165.

    13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
    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 707,114 shares
    Change vs previous 13F -171,543 shares

    0.03% of the 13F portfolio, value $50,056,599.

    13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
    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 878,657 shares
    Change vs previous 13F -50,912 shares

    0.03% of the 13F portfolio, value $59,326,919.

    13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
    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 929,569 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $60,022,270.

    13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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