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Disclosery

Cerity Partners LLC: XEL position timeline

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

Cerity Partners LLC held 226,421 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 226,421 shares
    Change vs previous 13F -20,009 shares

    0.02% of the 13F portfolio, value $18,181,583.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 246,430 shares
    Change vs previous 13F -6,626 shares

    0.03% of the 13F portfolio, value $19,576,414.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 253,056 shares
    Change vs previous 13F -36,823 shares

    0.03% of the 13F portfolio, value $18,696,931.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 289,879 shares
    Change vs previous 13F -15,915 shares

    0.04% of the 13F portfolio, value $23,379,795.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 305,794 shares
    Change vs previous 13F -111 shares

    0.04% of the 13F portfolio, value $20,837,520.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 305,905 shares
    Change vs previous 13F +27,964 shares

    0.04% of the 13F portfolio, value $21,657,796.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 277,941 shares
    Change vs previous 13F +5,180 shares

    0.04% of the 13F portfolio, value $18,512,933.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 272,761 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $17,813,970.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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