Skip to content
Disclosery

JOHNSON INVESTMENT COUNSEL INC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JOHNSON INVESTMENT COUNSEL INC on XLE, newest first. How the timeline and the estimate are built.

JOHNSON INVESTMENT COUNSEL INC held 84,213 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,213 shares
    Change vs previous 13F +6,341 shares

    0.03% of the 13F portfolio, value $4,472,575.

    13F-HR 0002085853-26-000845 filed by JOHNSON INVESTMENT COUNSEL INC
    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 77,872 shares
    Change vs previous 13F -5,055 shares

    0.04% of the 13F portfolio, value $4,770,465.

    13F-HR 0002085853-26-000551 filed by JOHNSON INVESTMENT COUNSEL INC
    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 82,927 shares
    Change vs previous 13F +38,566 shares

    0.03% of the 13F portfolio, value $3,707,685.

    13F-HR 0002085853-26-000263 filed by JOHNSON INVESTMENT COUNSEL INC
    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 44,361 shares
    Change vs previous 13F -1,236 shares

    0.03% of the 13F portfolio, value $3,963,196.

    13F-HR 0002085853-25-000236 filed by JOHNSON INVESTMENT COUNSEL INC
    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 45,597 shares
    Change vs previous 13F -1,050 shares

    0.03% of the 13F portfolio, value $3,867,067.

    13F-HR 0001667731-25-000959 filed by JOHNSON INVESTMENT COUNSEL INC
    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 46,647 shares
    Change vs previous 13F -1,740 shares

    0.04% of the 13F portfolio, value $4,359,165.

    13F-HR 0001667731-25-000456 filed by JOHNSON INVESTMENT COUNSEL INC
    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 48,387 shares
    Change vs previous 13F +440 shares

    0.04% of the 13F portfolio, value $4,144,833.

    13F-HR 0001667731-25-000222 filed by JOHNSON INVESTMENT COUNSEL INC
    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 47,947 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,209,749.

    13F-HR 0001104659-24-113798 filed by JOHNSON INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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