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Janney Capital Management LLC: XLU position timeline

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

Janney Capital Management LLC held 426,002 XLU 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 426,002 shares
    Change vs previous 13F +208,045 shares

    1.14% of the 13F portfolio, value $18,186,000.

    13F-HR 0001569855-26-000001 filed by Janney Capital 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 ended2025-09-30
    13F 217,957 shares
    Change vs previous 13F -8,319 shares

    1.18% of the 13F portfolio, value $19,008,000.

    13F-HR 0001569855-25-000003 filed by Janney Capital 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 ended2025-06-30
    13F 226,276 shares
    Change vs previous 13F -9,260 shares

    1.19% of the 13F portfolio, value $18,478,000.

    13F-HR 0001329948-25-000009 filed by Janney Capital 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 ended2025-03-31
    13F 235,536 shares
    Change vs previous 13F -8,813 shares

    1.28% of the 13F portfolio, value $18,572,000.

    13F-HR 0001329948-25-000005 filed by Janney Capital 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 ended2024-12-31
    13F 244,349 shares
    Change vs previous 13F -8,772 shares

    1.22% of the 13F portfolio, value $18,495,000.

    13F-HR 0001329948-25-000002 filed by Janney Capital 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 ended2024-09-30
    13F 253,121 shares
    Change vs previous 13F -10,064 shares

    1.38% of the 13F portfolio, value $20,447,000.

    13F-HR 0001329948-24-000024 filed by Janney Capital 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 ended2024-06-30
    13F 263,185 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $17,933,000.

    13F-HR 0001329948-24-000012 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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