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Narwhal Capital Management: XLE position timeline

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

Narwhal Capital Management held 11,744 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,744 shares
    Change vs previous 13F +66 shares

    0.04% of the 13F portfolio, value $623,724.

    13F-HR 0001461287-26-000003 filed by Narwhal 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 11,678 shares
    Change vs previous 13F -3 shares

    0.05% of the 13F portfolio, value $715,394.

    13F-HR 0001461287-26-000002 filed by Narwhal 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 11,681 shares
    Change vs previous 13F +5,840 shares

    0.04% of the 13F portfolio, value $522,251.

    13F-HR 0001461287-26-000001 filed by Narwhal 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 5,841 shares
    Change vs previous 13F -480 shares

    0.04% of the 13F portfolio, value $521,821.

    13F-HR 0001461287-25-000005 filed by Narwhal 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 6,321 shares
    Change vs previous 13F -5,020 shares

    0.04% of the 13F portfolio, value $536,069.

    13F-HR 0001085146-25-004109 filed by Narwhal 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 11,341 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,059,816.

    13F-HR 0001085146-25-002254 filed by Narwhal 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 11,341 shares
    Change vs previous 13F -4,633 shares

    0.09% of the 13F portfolio, value $971,470.

    13F-HR 0001085146-25-000391 filed by Narwhal 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 15,974 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,402,517.

    13F-HR 0001085146-24-005056 filed by Narwhal Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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