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FRANKLIN STREET ADVISORS INC /NC: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FRANKLIN STREET ADVISORS INC /NC on XLU, newest first. How the timeline and the estimate are built.

FRANKLIN STREET ADVISORS INC /NC held 44,711 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 44,711 shares
    Change vs previous 13F +9 shares

    0.1% of the 13F portfolio, value $1,763,402.

    13F-HR 0001010873-26-000006 filed by FRANKLIN STREET ADVISORS INC /NC
    Accepted , ingested

  2. period ended2026-06-30
    13F 44,702 shares
    Change vs previous 13F -806 shares

    0.11% of the 13F portfolio, value $2,026,789.

    13F-HR 0001010873-26-000004 filed by FRANKLIN STREET ADVISORS INC /NC
    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 45,508 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,088,362.

    13F-HR 0001010873-26-000003 filed by FRANKLIN STREET ADVISORS INC /NC
    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 45,508 shares
    Change vs previous 13F +22,754 shares

    0.11% of the 13F portfolio, value $1,942,737.

    13F-HR 0001010873-26-000001 filed by FRANKLIN STREET ADVISORS INC /NC
    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 22,754 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,984,376.

    13F-HR 0001010873-25-000007 filed by FRANKLIN STREET ADVISORS INC /NC
    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 22,754 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,858,000.

    13F-HR 0001010873-25-000004 filed by FRANKLIN STREET ADVISORS INC /NC
    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 22,754 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,794,000.

    13F-HR 0001010873-25-000002 filed by FRANKLIN STREET ADVISORS INC /NC
    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 22,754 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,722,000.

    13F-HR 0001010873-25-000001 filed by FRANKLIN STREET ADVISORS INC /NC
    Filed (acceptance time not in the bulk data set), ingested

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