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Disclosery

Carnegie Investment Counsel: XLE position timeline

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

Carnegie Investment Counsel held 65,259 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,259 shares
    Change vs previous 13F -132 shares

    0.07% of the 13F portfolio, value $3,465,905.

    13F-HR 0001511506-26-000005 filed by Carnegie Investment Counsel
    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 65,391 shares
    Change vs previous 13F +14,988 shares

    0.08% of the 13F portfolio, value $4,005,853.

    13F-HR 0001511506-26-000004 filed by Carnegie Investment Counsel
    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 50,403 shares
    Change vs previous 13F +29,866 shares

    0.04% of the 13F portfolio, value $2,253,516.

    13F-HR 0001511506-26-000001 filed by Carnegie Investment Counsel
    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 20,537 shares
    Change vs previous 13F -77,141 shares

    0.03% of the 13F portfolio, value $1,834,873.

    13F-HR 0001511506-25-000005 filed by Carnegie Investment Counsel
    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 97,678 shares
    Change vs previous 13F +4,529 shares

    0.17% of the 13F portfolio, value $8,284,096.

    13F-HR 0001085146-25-004339 filed by Carnegie Investment Counsel
    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 93,149 shares
    Change vs previous 13F -2,048 shares

    0.17% of the 13F portfolio, value $7,288,959.

    13F-HR 0001085146-25-002648 filed by Carnegie Investment Counsel
    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 95,197 shares
    Change vs previous 13F +10,456 shares

    0.23% of the 13F portfolio, value $8,154,545.

    13F-HR 0001085146-25-000199 filed by Carnegie Investment Counsel
    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 84,741 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,440,282.

    13F-HR 0001085146-24-004838 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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