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CARY STREET PARTNERS ASSET MANAGEMENT LLC: XEL position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 4,411 XEL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,411 shares
    Change vs previous 13F +300 shares

    0.01% of the 13F portfolio, value $354,204.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 3,275 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,136 shares

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

  2. period ended2026-03-31
    13F 4,111 shares
    Change vs previous 13F +477 shares

    0.01% of the 13F portfolio, value $326,576.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 3,062 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,049 shares

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

  3. period ended2025-12-31
    13F 3,634 shares
    Change vs previous 13F -630 shares

    0.01% of the 13F portfolio, value $268,408.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 2,648 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 986 shares

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

  4. period ended2025-09-30
    13F 4,264 shares
    Change vs previous 13F +794 shares

    0.01% of the 13F portfolio, value $343,891.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 2,612 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,652 shares

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

  5. period ended2025-06-30
    13F 3,470 shares
    Change vs previous 13F +351 shares

    0.01% of the 13F portfolio, value $236,307.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 2,620 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 850 shares

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

  6. period ended2025-03-31
    13F 3,119 shares
    Change vs previous 13F -217 shares

    0.01% of the 13F portfolio, value $220,795.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 2,258 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 861 shares

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

  7. period ended2024-12-31
    13F 3,336 shares
    Change vs previous 13F +88 shares

    0.01% of the 13F portfolio, value $225,269.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 2,707 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 629 shares

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

  8. period ended2024-09-30
    13F 3,248 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $212,118.

    13F-HR 0001766904-24-000010 filed by CARY STREET 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).