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Disclosery

MAI Capital Management: XLE position timeline

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

MAI Capital Management held 382,286 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 382,286 shares
    Change vs previous 13F +50,121 shares

    0.08% of the 13F portfolio, value $20,303,213.

    13F-HR 0001172661-26-003680 filed by MAI 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 332,165 shares
    Change vs previous 13F +10,124 shares

    0.12% of the 13F portfolio, value $20,348,416.

    13F-HR 0001040197-26-000002 filed by MAI 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 322,041 shares
    Change vs previous 13F +181,104 shares

    0.08% of the 13F portfolio, value $14,398,460.

    13F-HR 0001040197-26-000001 filed by MAI 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 140,937 shares
    Change vs previous 13F -4,224 shares

    0.08% of the 13F portfolio, value $12,591,279.

    13F-HR 0001040197-25-000006 filed by MAI 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 145,161 shares
    Change vs previous 13F +4,253 shares

    0.09% of the 13F portfolio, value $12,311,143.

    13F-HR 0001040197-25-000005 filed by MAI 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 140,908 shares
    Change vs previous 13F -16,008 shares

    0.1% of the 13F portfolio, value $13,167,826.

    13F-HR 0001040197-25-000002 filed by MAI 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 156,916 shares
    Change vs previous 13F +36,079 shares

    0.1% of the 13F portfolio, value $13,441,410.

    13F-HR 0001040197-25-000001 filed by MAI 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 120,837 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,609,520.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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