Skip to content
Disclosery

Kestra Advisory Services, LLC: XEL position timeline

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

Kestra Advisory Services, LLC held 77,487 XEL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,487 shares
    Change vs previous 13F -4,303 shares

    0.01% of the 13F portfolio, value $6,222,138.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,673 shares
    • Kestra Advisory Services, LLC: 62,175 shares
    • Kestra Investment Management, LLC: 3,639 shares

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

  2. period ended2026-03-31
    13F 81,790 shares
    Change vs previous 13F +1,618 shares

    0.02% of the 13F portfolio, value $6,497,473.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,427 shares
    • Kestra Advisory Services, LLC: 64,122 shares
    • Kestra Investment Management, LLC: 5,241 shares

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

  3. period ended2025-12-31
    13F 80,172 shares
    Change vs previous 13F +11,720 shares

    0.02% of the 13F portfolio, value $5,921,544.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,831 shares
    • Kestra Advisory Services, LLC: 64,163 shares
    • Kestra Investment Management, LLC: 5,178 shares

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

  4. period ended2025-09-30
    13F 68,452 shares
    Change vs previous 13F -1,049 shares

    0.02% of the 13F portfolio, value $5,520,648.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,776 shares
    • Kestra Advisory Services, LLC: 54,256 shares
    • Kestra Investment Management, LLC: 5,420 shares

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

  5. period ended2025-06-30
    13F/A 69,501 shares
    Change vs previous 13F +5,911 shares

    0.02% of the 13F portfolio, value $4,733,022.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,551 shares
    • Kestra Advisory Services, LLC: 53,547 shares
    • Kestra Investment Management, LLC: 5,403 shares

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

  6. period ended2025-03-31
    13F/A 63,590 shares
    Change vs previous 13F +1,042 shares

    0.02% of the 13F portfolio, value $4,501,536.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,616 shares
    • Kestra Advisory Services, LLC: 47,699 shares
    • Kestra Investment Management, LLC: 6,275 shares

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

  7. period ended2024-12-31
    13F 62,548 shares
    Change vs previous 13F +5,959 shares

    0.02% of the 13F portfolio, value $4,223,241.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,362 shares
    • Kestra Advisory Services, LLC: 49,920 shares
    • Kestra Investment Management, LLC: 3,266 shares

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

  8. period ended2024-09-30
    13F 56,589 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,695,257.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,322 shares
    • Kestra Advisory Services, LLC: 48,267 shares

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