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Disclosery

Cushing Capital Partners, LLC: XLU position timeline

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

Cushing Capital Partners, LLC held 22,304 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,304 shares
    Change vs previous 13F +2,916 shares

    0.7% of the 13F portfolio, value $1,011,262.

    13F-HR 0002054827-26-000003 filed by Cushing Capital Partners, 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 19,388 shares
    Change vs previous 13F -405 shares

    0.68% of the 13F portfolio, value $889,694.

    13F-HR 0002054827-26-000002 filed by Cushing Capital Partners, 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 19,793 shares
    Change vs previous 13F +11,001 shares

    0.63% of the 13F portfolio, value $844,976.

    13F-HR 0002054827-26-000001 filed by Cushing Capital Partners, 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 8,792 shares
    Change vs previous 13F -24 shares

    0.6% of the 13F portfolio, value $766,766.

    13F-HR 0002054827-25-000002 filed by Cushing Capital Partners, 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 8,816 shares
    Change vs previous 13F +266 shares

    0.61% of the 13F portfolio, value $719,883.

    13F-HR 0001085146-25-004207 filed by Cushing Capital Partners, 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 8,550 shares
    Change vs previous 13F +63 shares

    0.61% of the 13F portfolio, value $674,141.

    13F-HR 0001085146-25-002193 filed by Cushing Capital Partners, 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 8,487 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $642,412.

    13F-HR 0001085146-25-000920 filed by Cushing Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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