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Disclosery

Cornerstone Capital, Inc.: XLU position timeline

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

Cornerstone Capital, Inc. held 402,899 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 402,899 shares
    Change vs previous 13F +10,918 shares

    1.63% of the 13F portfolio, value $18,267,441.

    13F-HR 0001172661-26-003021 filed by Cornerstone Capital, Inc.
    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 391,981 shares
    Change vs previous 13F +3,535 shares

    1.8% of the 13F portfolio, value $17,988,054.

    13F-HR 0001172661-26-001738 filed by Cornerstone Capital, Inc.
    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 388,446 shares
    Change vs previous 13F +194,021 shares

    1.64% of the 13F portfolio, value $16,582,789.

    13F-HR 0001172661-26-000659 filed by Cornerstone Capital, Inc.
    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 194,425 shares
    Change vs previous 13F +1,459 shares

    1.66% of the 13F portfolio, value $16,955,884.

    13F-HR 0001172661-25-004664 filed by Cornerstone Capital, Inc.
    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 192,966 shares
    Change vs previous 13F -153 shares

    1.65% of the 13F portfolio, value $15,757,633.

    13F-HR 0001172661-25-003082 filed by Cornerstone Capital, Inc.
    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 193,119 shares
    Change vs previous 13F +3,103 shares

    1.64% of the 13F portfolio, value $15,227,413.

    13F-HR 0001172661-25-001756 filed by Cornerstone Capital, Inc.
    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 190,016 shares
    Change vs previous 13F -22,475 shares

    1.51% of the 13F portfolio, value $14,382,311.

    13F-HR 0001172661-25-000791 filed by Cornerstone Capital, Inc.
    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 212,491 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $17,165,023.

    13F-HR 0001172661-24-004417 filed by Cornerstone Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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