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KG Capital Management: XLE position timeline

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

KG Capital Management held 10,346 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,346 shares
    Change vs previous 13F -1,231 shares

    0.33% of the 13F portfolio, value $549,492.

    13F-HR 0001771687-26-000006 filed by KG Capital Management
    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 11,577 shares
    Change vs previous 13F -1,618 shares

    0.51% of the 13F portfolio, value $709,234.

    13F-HR 0001771687-26-000004 filed by KG Capital Management
    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 13,195 shares
    Change vs previous 13F +6,565 shares

    0.15% of the 13F portfolio, value $589,958.

    13F-HR 0001771687-26-000001 filed by KG Capital Management
    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 6,630 shares
    Change vs previous 13F -883 shares

    0.16% of the 13F portfolio, value $592,311.

    13F-HR 0001771687-25-000002 filed by KG Capital Management
    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 7,513 shares
    Change vs previous 13F -144 shares

    0.19% of the 13F portfolio, value $637,206.

    13F-HR 0001085146-25-003909 filed by KG Capital Management
    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 7,657 shares
    Change vs previous 13F +9 shares

    0.23% of the 13F portfolio, value $715,513.

    13F-HR 0001085146-25-002294 filed by KG Capital Management
    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 7,648 shares
    Change vs previous 13F +186 shares

    0.21% of the 13F portfolio, value $655,102.

    13F-HR 0001085146-25-000448 filed by KG Capital Management
    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 7,462 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $655,157.

    13F-HR 0001085146-24-005221 filed by KG Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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