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Capital Investment Advisors, LLC: XLE position timeline

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

Capital Investment Advisors, LLC held 1,602,586 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 1,602,586 shares
    Change vs previous 13F +40,716 shares

    1.12% of the 13F portfolio, value $85,113,324.

    13F-HR 0001062993-26-004077 filed by Capital Investment Advisors, 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/A 1,561,870 shares
    Change vs previous 13F +78,472 shares

    1.4% of the 13F portfolio, value $95,680,134.

    13F-HR/A 0001062993-26-002034 filed by Capital Investment Advisors, 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 1,483,398 shares
    Change vs previous 13F +1,392,995 shares

    1.01% of the 13F portfolio, value $66,322,712.

    13F-HR 0001062993-26-000231 filed by Capital Investment Advisors, 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 90,403 shares
    Change vs previous 13F -3,027 shares

    0.13% of the 13F portfolio, value $8,076,617.

    13F-HR 0001062993-25-016276 filed by Capital Investment Advisors, 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/A 93,430 shares
    Change vs previous 13F -6,230 shares

    0.14% of the 13F portfolio, value $7,923,822.

    13F-HR/A 0001062993-25-012960 filed by Capital Investment Advisors, 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 99,660 shares
    Change vs previous 13F +5,320 shares

    0.18% of the 13F portfolio, value $9,313,201.

    13F-HR 0001062993-25-007411 filed by Capital Investment Advisors, 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 94,340 shares
    Change vs previous 13F -4,921 shares

    0.16% of the 13F portfolio, value $8,081,204.

    13F-HR 0001062993-25-000712 filed by Capital Investment Advisors, 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 99,261 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $8,715,081.

    13F-HR 0001062993-24-017756 filed by Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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