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Cetera Investment Advisers: XLE position timeline

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

Cetera Investment Advisers held 2,535,993 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,535,993 shares
    Change vs previous 13F +85,129 shares

    0.12% of the 13F portfolio, value $134,686,619.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 2,450,864 shares
    Change vs previous 13F -14,027 shares

    0.16% of the 13F portfolio, value $150,139,925.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 2,464,891 shares
    Change vs previous 13F +1,275,511 shares

    0.12% of the 13F portfolio, value $110,205,228.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 1,189,380 shares
    Change vs previous 13F +273,262 shares

    0.12% of the 13F portfolio, value $106,259,258.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 916,118 shares
    Change vs previous 13F -38,566 shares

    0.13% of the 13F portfolio, value $77,695,967.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 954,684 shares
    Change vs previous 13F +39,501 shares

    0.17% of the 13F portfolio, value $89,215,249.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 915,183 shares
    Change vs previous 13F -36,203 shares

    0.16% of the 13F portfolio, value $78,394,613.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 951,386 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $83,531,691.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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