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Stratos Wealth Partners, LTD.: XEL position timeline

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

Stratos Wealth Partners, LTD. held 24,216 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,216 shares
    Change vs previous 13F -323 shares

    0.02% of the 13F portfolio, value $1,944,594.

    13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 10,952 shares
    • Stratos Investment Management, LLC: 13,264 shares

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

  2. period ended2026-03-31
    13F 24,539 shares
    Change vs previous 13F -1,953 shares

    0.02% of the 13F portfolio, value $1,949,462.

    13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 11,289 shares
    • Stratos Investment Management, LLC: 13,250 shares

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

  3. period ended2025-12-31
    13F 26,492 shares
    Change vs previous 13F +2,244 shares

    0.02% of the 13F portfolio, value $1,956,735.

    13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 14,069 shares
    • Stratos Investment Management, LLC: 12,423 shares

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

  4. period ended2025-09-30
    13F 24,248 shares
    Change vs previous 13F +7,138 shares

    0.02% of the 13F portfolio, value $1,955,737.

    13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 12,503 shares
    • Stratos Investment Management, LLC: 11,745 shares

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

  5. period ended2025-06-30
    13F 17,110 shares
    Change vs previous 13F +187 shares

    0.01% of the 13F portfolio, value $1,165,243.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 5,741 shares
    • Stratos Investment Management, LLC: 11,369 shares

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

  6. period ended2025-03-31
    13F 16,923 shares
    Change vs previous 13F +3,118 shares

    0.01% of the 13F portfolio, value $1,198,069.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 6,097 shares
    • Stratos Investment Management, LLC: 10,826 shares

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

  7. period ended2024-12-31
    13F 13,805 shares
    Change vs previous 13F -141 shares

    0.01% of the 13F portfolio, value $932,210.

    13F-HR 0001085146-25-000499 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 6,445 shares
    • Stratos Investment Management, LLC: 7,360 shares

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

  8. period ended2024-09-30
    13F 13,946 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $910,748.

    13F-HR 0001085146-24-004984 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 5,644 shares
    • Stratos Investment Management, LLC: 8,302 shares

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