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ADVOCATE GROUP LLC → XELLL

ADVOCATE GROUP LLC XELLL Position History

Xcel Energy Inc. • Utilities

Quarters held
5
Latest value
$8.7M
Q3 2026
Peak value
$8.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$257K
Q4 2025$4.8M
Q1 2026$5.8M
Q2 2026$7.6M
Q3 2026$8.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.7M123.0K——
Q2 2026$7.6M94.2K——
Q1 2026$5.8M72.9K——
Q4 2025$4.8M65.2K——
Q3 2025$257K3.2K——

Other funds holding XELLL

Other ADVOCATE GROUP LLC positions

VGES

VANGUARD TAX-MANAGED FDS

$38.5M
VGES

VANGUARD TAX-MANAGED FDS

$37.8M
VGES

VANGUARD TAX-MANAGED FDS

$34.6M
VGES

VANGUARD TAX-MANAGED FDS

$32.4M
VGES

VANGUARD TAX-MANAGED FDS

$29.8M
VGES

VANGUARD INDEX FDS

$28.3M
VGES

VANGUARD INDEX FDS

$27.5M
GIS

GENERAL MLS INC

$27.3M