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Disclosery

Financial Engines Advisors L.L.C.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Engines Advisors L.L.C. on XLE, newest first. How the timeline and the estimate are built.

Financial Engines Advisors L.L.C. held 22,222 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,222 shares
    Change vs previous 13F -4,363 shares

    <0.01% of the 13F portfolio, value $1,180,210.

    13F-HR 0001214659-26-010131 filed by Financial Engines Advisors L.L.C.
    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 26,585 shares
    Change vs previous 13F -1,518 shares

    <0.01% of the 13F portfolio, value $1,628,621.

    13F-HR 0001214659-26-006143 filed by Financial Engines Advisors L.L.C.
    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 28,103 shares
    Change vs previous 13F +11,219 shares

    <0.01% of the 13F portfolio, value $1,256,473.

    13F-HR 0001214659-26-001606 filed by Financial Engines Advisors L.L.C.
    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 16,884 shares
    Change vs previous 13F +465 shares

    <0.01% of the 13F portfolio, value $1,508,417.

    13F-HR 0001214659-25-016774 filed by Financial Engines Advisors L.L.C.
    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 16,419 shares
    Change vs previous 13F +5,818 shares

    <0.01% of the 13F portfolio, value $1,392,336.

    13F-HR 0001214659-25-012011 filed by Financial Engines Advisors L.L.C.
    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 10,601 shares
    Change vs previous 13F +99 shares

    <0.01% of the 13F portfolio, value $990,948.

    13F-HR 0001214659-25-007384 filed by Financial Engines Advisors L.L.C.
    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 10,502 shares
    Change vs previous 13F -645 shares

    <0.01% of the 13F portfolio, value $899,632.

    13F-HR 0001214659-25-002426 filed by Financial Engines Advisors L.L.C.
    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 11,147 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $978,719.

    13F-HR 0001214659-24-018676 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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