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FERGUSON WELLMAN CAPITAL MANAGEMENT, INC: XLU position timeline

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

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC held 5,576 XLU 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 5,576 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $219,917.

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

  2. period ended2026-06-30
    13F 5,576 shares
    Change vs previous 13F -616 shares

    <0.01% of the 13F portfolio, value $252,816.

    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 6,192 shares
    Change vs previous 13F +98 shares

    <0.01% of the 13F portfolio, value $284,151.

    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 6,094 shares
    Change vs previous 13F +3,045 shares

    <0.01% of the 13F portfolio, value $260,153.

    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 3,049 shares
    Change vs previous 13F -41 shares

    <0.01% of the 13F portfolio, value $265,903.

    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 3,090 shares
    Change vs previous 13F +3,090 shares

    <0.01% of the 13F portfolio, value $252,329.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.