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Disclosery

Johnson Financial Group, Inc.: XEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Johnson Financial Group, Inc. on XEL, newest first. How the timeline and the estimate are built.

Johnson Financial Group, Inc. held 6,397 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,397 shares
    Change vs previous 13F -8,095 shares

    0.02% of the 13F portfolio, value $516,116.

    13F-HR 0000892712-26-000334 filed by Johnson Financial Group, Inc.
    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 14,492 shares
    Change vs previous 13F -2,341 shares

    0.04% of the 13F portfolio, value $1,159,838.

    13F-HR 0000892712-26-000234 filed by Johnson Financial Group, Inc.
    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 16,833 shares
    Change vs previous 13F -720 shares

    0.05% of the 13F portfolio, value $1,252,628.

    13F-HR 0000892712-26-000082 filed by Johnson Financial Group, Inc.
    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 17,553 shares
    Change vs previous 13F -2,463 shares

    0.05% of the 13F portfolio, value $1,425,656.

    13F-HR 0000892712-25-000153 filed by Johnson Financial Group, Inc.
    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 20,016 shares
    Change vs previous 13F +2,766 shares

    0.06% of the 13F portfolio, value $1,374,515.

    13F-HR 0000892712-25-000092 filed by Johnson Financial Group, Inc.
    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 17,250 shares
    Change vs previous 13F +1,488 shares

    0.06% of the 13F portfolio, value $1,230,961.

    13F-HR 0000892712-25-000067 filed by Johnson Financial Group, Inc.
    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 15,762 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,059,208.

    13F-HR 0000892712-25-000037 filed by Johnson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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