Blume Capital Management, Inc.: XLE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blume Capital Management, Inc. on XLE, newest first. How the timeline and the estimate are built.
Blume Capital Management, Inc. held 308,691 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 308,691 sharesChange vs previous 13F -540 shares
2.43% of the 13F portfolio, value $16,394,580.
13F-HR 0001587192-26-000003 filed by Blume Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 309,231 sharesChange vs previous 13F -23,425 shares
3.23% of the 13F portfolio, value $18,943,492.
13F-HR 0001587192-26-000002 filed by Blume Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 332,656 sharesChange vs previous 13F +166,668 shares
2.73% of the 13F portfolio, value $14,873,050.
13F-HR 0001587192-26-000001 filed by Blume Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 165,988 sharesChange vs previous 13F +450 shares
2.85% of the 13F portfolio, value $14,829,368.
13F-HR 0001587192-25-000008 filed by Blume Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 165,538 sharesChange vs previous 13F +1,765 shares
2.86% of the 13F portfolio, value $14,039,278.
13F-HR 0001587192-25-000006 filed by Blume Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 163,773 sharesChange vs previous 13F -1,375 shares
3.42% of the 13F portfolio, value $15,304,587.
13F-HR 0001587192-25-000002 filed by Blume Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 165,148 sharesChange vs previous 13F -1,180 shares
3.18% of the 13F portfolio, value $14,146,578.
13F-HR 0001587192-25-000001 filed by Blume Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 166,328 sharesChange vs previous 13F not available
3.3% of the 13F portfolio, value $14,603,599.
13F-HR 0001587192-24-000009 filed by Blume Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).