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Disclosery

Blue Trust, Inc.: XLE position timeline

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

Blue Trust, Inc. held 268,791 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 268,791 shares
    Change vs previous 13F -4,538 shares

    0.15% of the 13F portfolio, value $14,275,489.

    13F-HR 0001856022-26-000004 filed by Blue Trust, Inc.
    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 273,329 shares
    Change vs previous 13F -5,149 shares

    0.19% of the 13F portfolio, value $16,744,114.

    13F-HR 0001856022-26-000003 filed by Blue Trust, Inc.
    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 278,478 shares
    Change vs previous 13F +138,311 shares

    0.14% of the 13F portfolio, value $12,450,758.

    13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
    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 140,167 shares
    Change vs previous 13F +9,467 shares

    0.14% of the 13F portfolio, value $12,522,498.

    13F-HR 0001856022-25-000008 filed by Blue Trust, Inc.
    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 130,700 shares
    Change vs previous 13F +10,977 shares

    0.13% of the 13F portfolio, value $11,084,665.

    13F-HR 0001856022-25-000007 filed by Blue Trust, Inc.
    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 119,723 shares
    Change vs previous 13F +30,663 shares

    0.14% of the 13F portfolio, value $11,188,136.

    13F-HR 0001856022-25-000006 filed by Blue Trust, Inc.
    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/A 89,060 shares
    Change vs previous 13F +3,679 shares

    0.1% of the 13F portfolio, value $7,628,905.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, Inc.
    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 85,381 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,782,492.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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