Janney Capital Management LLC: XLE position timeline

Janney Capital Management LLC held 314,840 XLE shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 314,840 shares

   Change vs previous 13F +153,281 shares

   0.88% of the 13F portfolio, value $14,077,000.

   13F-HR 0001569855-26-000001 filed by Janney Capital Management LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

2. period ended2025-09-30

   13F 161,559 shares

   Change vs previous 13F -6,415 shares

   0.9% of the 13F portfolio, value $14,434,000.

   13F-HR 0001569855-25-000003 filed by Janney Capital Management LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 167,974 shares

   Change vs previous 13F -6,769 shares

   0.92% of the 13F portfolio, value $14,246,000.

   13F-HR 0001329948-25-000009 filed by Janney Capital Management LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 174,743 shares

   Change vs previous 13F -3,423 shares

   1.12% of the 13F portfolio, value $16,330,000.

   13F-HR 0001329948-25-000005 filed by Janney Capital Management LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 178,166 shares

   Change vs previous 13F -7,831 shares

   1.01% of the 13F portfolio, value $15,262,000.

   13F-HR 0001329948-25-000002 filed by Janney Capital Management LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

6. period ended2024-09-30

   13F 185,997 shares

   Change vs previous 13F -6,558 shares

   1.1% of the 13F portfolio, value $16,331,000.

   13F-HR 0001329948-24-000024 filed by Janney Capital Management LLC
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

7. period ended2024-06-30

   13F 192,555 shares

   Change vs previous 13F +54,403 shares

   1.24% of the 13F portfolio, value $17,551,000.

   13F-HR 0001329948-24-000012 filed by Janney Capital Management LLC
   Filed 2024-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

8. period ended2024-03-31

   13F 138,152 shares

   Change vs previous 13F not available

   0.87% of the 13F portfolio, value $13,043,000.

   13F-HR 0001329948-24-000009 filed by Janney Capital Management LLC
   Filed 2024-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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