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Disclosery

AE Wealth Management LLC: XLE position timeline

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

AE Wealth Management LLC held 503,748 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 503,748 shares
    Change vs previous 13F -110,742 shares

    0.12% of the 13F portfolio, value $26,754,009.

    13F-HR 0001697723-26-000007 filed by AE Wealth 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 614,490 shares
    Change vs previous 13F +150,414 shares

    0.2% of the 13F portfolio, value $37,643,720.

    13F-HR 0001697723-26-000006 filed by AE Wealth 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 464,076 shares
    Change vs previous 13F +252,184 shares

    0.12% of the 13F portfolio, value $20,748,882.

    13F-HR 0001697723-26-000001 filed by AE Wealth 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 211,892 shares
    Change vs previous 13F +23,047 shares

    0.12% of the 13F portfolio, value $18,930,472.

    13F-HR 0001697723-25-000007 filed by AE Wealth 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 188,845 shares
    Change vs previous 13F -66,776 shares

    0.12% of the 13F portfolio, value $16,016,005.

    13F-HR 0001697723-25-000004 filed by AE Wealth 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 255,621 shares
    Change vs previous 13F +97,016 shares

    0.2% of the 13F portfolio, value $23,887,731.

    13F-HR 0001697723-25-000003 filed by AE Wealth 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 ended2024-12-31
    13F 158,605 shares
    Change vs previous 13F +27,923 shares

    0.12% of the 13F portfolio, value $13,586,051.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 130,682 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,473,994.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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