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CAPTRUST FINANCIAL ADVISORS: XLE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 610,935 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 610,935 shares
    Change vs previous 13F +84,274 shares

    0.05% of the 13F portfolio, value $32,446,762.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 526,661 shares
    Change vs previous 13F +268,329 shares

    0.06% of the 13F portfolio, value $32,263,283.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 258,332 shares
    Change vs previous 13F +111,993 shares

    0.02% of the 13F portfolio, value $11,550,042.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 146,339 shares
    Change vs previous 13F -25,273 shares

    0.03% of the 13F portfolio, value $13,073,892.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 171,612 shares
    Change vs previous 13F -26,258 shares

    0.03% of the 13F portfolio, value $14,554,469.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 197,870 shares
    Change vs previous 13F -16,817 shares

    0.05% of the 13F portfolio, value $18,490,729.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 214,687 shares
    Change vs previous 13F -12,840 shares

    0.05% of the 13F portfolio, value $18,390,095.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 227,527 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $19,976,838.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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