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Disclosery

Chevy Chase Trust Holdings, LLC: XEL position timeline

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

Chevy Chase Trust Holdings, LLC held 302,981 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 302,981 shares
    Change vs previous 13F +9,555 shares

    0.06% of the 13F portfolio, value $24,329,374.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, 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 293,426 shares
    Change vs previous 13F -8,581 shares

    0.07% of the 13F portfolio, value $23,309,761.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, 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 302,007 shares
    Change vs previous 13F -1,201 shares

    0.06% of the 13F portfolio, value $22,306,236.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, 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 303,208 shares
    Change vs previous 13F -2,897 shares

    0.07% of the 13F portfolio, value $24,453,726.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, 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 306,105 shares
    Change vs previous 13F +3,429 shares

    0.06% of the 13F portfolio, value $20,845,750.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, 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 302,676 shares
    Change vs previous 13F -52 shares

    0.07% of the 13F portfolio, value $21,426,433.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, 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 302,728 shares
    Change vs previous 13F +2,619 shares

    0.06% of the 13F portfolio, value $20,440,195.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, 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 300,109 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $19,597,118.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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