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Colonial Trust Advisors: XEL position timeline

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

Colonial Trust Advisors held 4,540 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,540 shares
    Change vs previous 13F -14 shares

    0.02% of the 13F portfolio, value $364,563.

    13F-HR 0001398344-26-013987 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,795 shares
    • Colonial Trust Co / SC: 2,745 shares

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

  2. period ended2026-03-31
    13F 4,554 shares
    Change vs previous 13F +27 shares

    0.02% of the 13F portfolio, value $361,770.

    13F-HR 0001398344-26-009002 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,795 shares
    • Colonial Trust Co / SC: 2,759 shares

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

  3. period ended2025-12-31
    13F 4,527 shares
    Change vs previous 13F -14 shares

    0.02% of the 13F portfolio, value $334,365.

    13F-HR 0001398344-26-002826 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,795 shares
    • Colonial Trust Co / SC: 2,732 shares

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

  4. period ended2025-09-30
    13F 4,541 shares
    Change vs previous 13F +151 shares

    0.02% of the 13F portfolio, value $366,232.

    13F-HR 0001398344-25-020619 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,795 shares
    • Colonial Trust Co / SC: 2,746 shares

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

  5. period ended2025-06-30
    13F 4,390 shares
    Change vs previous 13F -141 shares

    0.02% of the 13F portfolio, value $298,960.

    13F-HR 0001398344-25-015191 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,795 shares
    • Colonial Trust Co / SC: 2,595 shares

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

  6. period ended2025-03-31
    13F 4,531 shares
    Change vs previous 13F +115 shares

    0.02% of the 13F portfolio, value $320,749.

    13F-HR 0001398344-25-009321 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,795 shares
    • Colonial Trust Co / SC: 2,736 shares

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

  7. period ended2024-12-31
    13F 4,416 shares
    Change vs previous 13F +153 shares

    0.02% of the 13F portfolio, value $298,168.

    13F-HR 0001398344-25-002790 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,545 shares
    • Colonial Trust Co / SC: 2,871 shares

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

  8. period ended2024-09-30
    13F 4,263 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $276,536.

    13F-HR 0001398344-24-020483 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,745 shares
    • Colonial Trust Co / SC: 2,518 shares

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