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Fisher Asset Management, LLC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fisher Asset Management, LLC on XLE, newest first. How the timeline and the estimate are built.

Fisher Asset Management, LLC held 124,937 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,937 shares
    Change vs previous 13F -25,396 shares

    <0.01% of the 13F portfolio, value $6,635,450.

    13F-HR 0000850529-26-000006 filed by Fisher Asset Management, 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 150,333 shares
    Change vs previous 13F +13,364 shares

    <0.01% of the 13F portfolio, value $9,209,456.

    13F-HR 0000850529-26-000004 filed by Fisher Asset Management, 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 136,969 shares
    Change vs previous 13F +71,837 shares

    <0.01% of the 13F portfolio, value $6,123,918.

    13F-HR 0000850529-26-000002 filed by Fisher Asset Management, 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 65,132 shares
    Change vs previous 13F +2,151 shares

    <0.01% of the 13F portfolio, value $5,818,913.

    13F-HR 0000850529-25-000011 filed by Fisher Asset Management, 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 62,981 shares
    Change vs previous 13F -22,967 shares

    <0.01% of the 13F portfolio, value $5,341,463.

    13F-HR 0000850529-25-000005 filed by Fisher Asset Management, 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 85,948 shares
    Change vs previous 13F -17,943 shares

    <0.01% of the 13F portfolio, value $8,031,914.

    13F-HR 0000850529-25-000003 filed by Fisher Asset Management, 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 103,891 shares
    Change vs previous 13F -358 shares

    <0.01% of the 13F portfolio, value $8,899,353.

    13F-HR 0000850529-25-000002 filed by Fisher Asset Management, LLC
    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 104,249 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,153,124.

    13F-HR 0000850529-24-000012 filed by Fisher Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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