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Disclosery

Spire Wealth Management: XEL position timeline

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

Spire Wealth Management held 6,010 XEL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,010 shares
    Change vs previous 13F +131 shares

    0.01% of the 13F portfolio, value $482,595.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 5,879 shares
    Change vs previous 13F +242 shares

    0.02% of the 13F portfolio, value $467,052.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 5,637 shares
    Change vs previous 13F +240 shares

    0.01% of the 13F portfolio, value $416,319.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 5,397 shares
    Change vs previous 13F -189 shares

    0.01% of the 13F portfolio, value $435,254.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 5,586 shares
    Change vs previous 13F -1,554 shares

    0.01% of the 13F portfolio, value $380,380.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 7,140 shares
    Change vs previous 13F +273 shares

    0.02% of the 13F portfolio, value $505,416.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 6,867 shares
    Change vs previous 13F +185 shares

    0.01% of the 13F portfolio, value $463,691.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 6,682 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $436,359.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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