Skip to content
Disclosery

Focus Partners Wealth: XEL position timeline

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

Focus Partners Wealth held 83,824 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,824 shares
    Change vs previous 13F -6,610 shares

    0.01% of the 13F portfolio, value $6,736,022.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 90,434 shares
    Change vs previous 13F -1,616 shares

    0.01% of the 13F portfolio, value $7,190,787.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 92,050 shares
    Change vs previous 13F +31,388 shares

    0.01% of the 13F portfolio, value $6,804,957.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 92,050 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 60,662 shares
    Change vs previous 13F -1,049 shares

    0.01% of the 13F portfolio, value $4,890,837.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 53,590 shares
    • Focus Partners Advisor Solutions, LLC: 7,072 shares

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

  5. period ended2025-06-30
    13F 61,711 shares
    Change vs previous 13F -6,296 shares

    0.01% of the 13F portfolio, value $4,203,020.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 61,711 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 68,007 shares
    Change vs previous 13F +7,571 shares

    0.01% of the 13F portfolio, value $4,814,566.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 62,862 shares
    • Focus Partners Advisor Solutions, LLC: 5,145 shares

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

  7. period ended2024-12-31
    13F/A 60,436 shares
    Change vs previous 13F +22,384 shares

    0.01% of the 13F portfolio, value $4,080,616.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 55,397 shares
    • Focus Partners Advisor Solutions, LLC: 5,039 shares

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

  8. period ended2024-09-30
    13F 38,052 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,484,766.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 32,982 shares
    • Focus Partners Advisor Solutions, LLC: 5,070 shares

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