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Disclosery

Bray Capital Advisors: XLE position timeline

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

Bray Capital Advisors held 31,259 XLE shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 31,259 shares
    Change vs previous 13F -9,564 shares

    0.72% of the 13F portfolio, value $2,677,622.

    13F-HR 0001580642-25-000663 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 40,823 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $3,584,276.

    13F-HR 0001580642-24-006545 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 40,823 shares
    Change vs previous 13F +185 shares

    0.93% of the 13F portfolio, value $3,720,986.

    13F-HR 0001580642-24-004036 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 40,638 shares
    Change vs previous 13F +271 shares

    0.97% of the 13F portfolio, value $3,836,650.

    13F-HR 0001580642-24-002387 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 40,367 shares
    Change vs previous 13F -1,812 shares

    0.94% of the 13F portfolio, value $3,384,375.

    13F-HR 0001580642-24-000585 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 42,179 shares
    Change vs previous 13F +362 shares

    1.16% of the 13F portfolio, value $3,812,517.

    13F-HR 0001580642-23-005759 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 41,817 shares
    Change vs previous 13F +2,999 shares

    1.02% of the 13F portfolio, value $3,394,310.

    13F-HR 0001580642-23-003829 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 38,818 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $3,215,282.

    13F-HR 0001580642-23-002305 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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