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Disclosery

Palisade Asset Management, LLC: XLE position timeline

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

Palisade Asset Management, LLC held 26,120 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,120 shares
    Change vs previous 13F -250 shares

    0.13% of the 13F portfolio, value $1,387,233.

    13F-HR 0001434323-26-000003 filed by Palisade Asset 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 ended2026-03-31
    13F 26,370 shares
    Change vs previous 13F +70 shares

    0.16% of the 13F portfolio, value $1,615,427.

    13F-HR 0001434323-26-000002 filed by Palisade Asset 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 ended2025-12-31
    13F 26,300 shares
    Change vs previous 13F +13,150 shares

    0.11% of the 13F portfolio, value $1,175,873.

    13F-HR 0001434323-26-000001 filed by Palisade Asset 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 ended2025-09-30
    13F 13,150 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,174,821.

    13F-HR 0001434323-25-000005 filed by Palisade Asset 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 ended2025-06-30
    13F 13,150 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,115,252.

    13F-HR 0001434323-25-000004 filed by Palisade Asset 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 ended2025-03-31
    13F 13,150 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,228,868.

    13F-HR 0001434323-25-000003 filed by Palisade Asset 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 ended2024-12-31
    13F 13,150 shares
    Change vs previous 13F -84 shares

    0.11% of the 13F portfolio, value $1,126,429.

    13F-HR 0001434323-25-000001 filed by Palisade Asset Management, LLC
    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 13,234 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,161,918.

    13F-HR 0001434323-24-000004 filed by Palisade Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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