Skip to content
Disclosery

Balentine LLC: XLE position timeline

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

Balentine LLC held 31,543 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,543 shares
    Change vs previous 13F -16,658 shares

    0.06% of the 13F portfolio, value $1,675,267.

    13F-HR 0001398344-26-013694 filed by Balentine 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 48,201 shares
    Change vs previous 13F +16,323 shares

    0.12% of the 13F portfolio, value $2,952,793.

    13F-HR 0001398344-26-007159 filed by Balentine 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 31,878 shares
    Change vs previous 13F +16,054 shares

    0.05% of the 13F portfolio, value $1,425,265.

    13F-HR 0001398344-26-001814 filed by Balentine 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 15,824 shares
    Change vs previous 13F +605 shares

    0.05% of the 13F portfolio, value $1,413,716.

    13F-HR 0001398344-25-020500 filed by Balentine 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 15,219 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,290,723.

    13F-HR 0001398344-25-014447 filed by Balentine 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 15,219 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,422,216.

    13F-HR 0001398344-25-008628 filed by Balentine 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 15,219 shares
    Change vs previous 13F -21 shares

    0.05% of the 13F portfolio, value $1,303,660.

    13F-HR 0001398344-25-001347 filed by Balentine 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 15,240 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,338,072.

    13F-HR 0001398344-24-019665 filed by Balentine LLC
    Filed (acceptance time not in the bulk data set), ingested

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