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FERGUSON WELLMAN CAPITAL MANAGEMENT, INC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FERGUSON WELLMAN CAPITAL MANAGEMENT, INC on XLE, newest first. How the timeline and the estimate are built.

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC held 414,688 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 414,688 shares
    Change vs previous 13F -6,765 shares

    0.3% of the 13F portfolio, value $25,503,312.

    13F-HR 0000869353-26-000008 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 421,453 shares
    Change vs previous 13F -2,143 shares

    0.27% of the 13F portfolio, value $22,383,369.

    13F-HR 0000869353-26-000005 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 423,596 shares
    Change vs previous 13F -4,422 shares

    0.35% of the 13F portfolio, value $25,949,476.

    13F-HR 0000869353-26-000004 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 428,018 shares
    Change vs previous 13F +212,408 shares

    0.31% of the 13F portfolio, value $19,136,674.

    13F-HR 0000869353-26-000001 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 215,610 shares
    Change vs previous 13F -2,299 shares

    0.31% of the 13F portfolio, value $19,262,575.

    13F-HR 0000869353-25-000009 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 217,909 shares
    Change vs previous 13F -3,233 shares

    0.33% of the 13F portfolio, value $18,480,840.

    13F-HR 0000869353-25-000005 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 221,142 shares
    Change vs previous 13F -5,457 shares

    0.4% of the 13F portfolio, value $20,665,695.

    13F-HR 0000869353-25-000004 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 226,599 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $19,410,447.

    13F-HR 0000869353-25-000002 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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