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Disclosery

Advisors Capital Management, LLC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on XLE, newest first. How the timeline and the estimate are built.

Advisors Capital Management, LLC held 8,666 XLE 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 8,666 shares
    Change vs previous 13F +1,894 shares

    <0.01% of the 13F portfolio, value $460,279.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
    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 6,772 shares
    Change vs previous 13F -9,526 shares

    <0.01% of the 13F portfolio, value $414,896.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
    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 16,298 shares
    Change vs previous 13F +12,969 shares

    0.01% of the 13F portfolio, value $728,687.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
    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 3,329 shares
    Change vs previous 13F +290 shares

    <0.01% of the 13F portfolio, value $297,412.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
    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 3,039 shares
    Change vs previous 13F -327 shares

    <0.01% of the 13F portfolio, value $257,738.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
    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 3,366 shares
    Change vs previous 13F +3,366 shares

    <0.01% of the 13F portfolio, value $314,602.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.