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Disclosery

Corient Private Wealth LP: XEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on XEL, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 145,686 XEL shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 145,686 shares
    Change vs previous 13F +40,239 shares

    0.02% of the 13F portfolio, value $11,699,200.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 105,447 shares
    Change vs previous 13F -30,901 shares

    0.01% of the 13F portfolio, value $8,338,560.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 136,348 shares
    Change vs previous 13F +10,909 shares

    0.01% of the 13F portfolio, value $10,092,596.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 125,439 shares
    Change vs previous 13F -4,953 shares

    0.02% of the 13F portfolio, value $10,116,803.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 130,392 shares
    Change vs previous 13F +388 shares

    0.01% of the 13F portfolio, value $8,879,760.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 130,004 shares
    Change vs previous 13F -4,124 shares

    0.02% of the 13F portfolio, value $9,203,506.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 134,128 shares
    Change vs previous 13F -22,543 shares

    0.02% of the 13F portfolio, value $9,056,381.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 156,671 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,230,598.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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