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PINNACLE ASSOCIATES LTD: XLE position timeline

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

PINNACLE ASSOCIATES LTD held 81,368 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,368 shares
    Change vs previous 13F -32,936 shares

    0.05% of the 13F portfolio, value $4,321,478.

    13F-HR 0000743127-26-000003 filed by PINNACLE ASSOCIATES LTD
    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 114,304 shares
    Change vs previous 13F -2,816 shares

    0.09% of the 13F portfolio, value $7,002,243.

    13F-HR 0000743127-26-000002 filed by PINNACLE ASSOCIATES LTD
    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 117,120 shares
    Change vs previous 13F +56,912 shares

    0.07% of the 13F portfolio, value $5,236,435.

    13F-HR 0000743127-26-000001 filed by PINNACLE ASSOCIATES LTD
    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 60,208 shares
    Change vs previous 13F -5,698 shares

    0.07% of the 13F portfolio, value $5,378,991.

    13F-HR 0000743127-25-000003 filed by PINNACLE ASSOCIATES LTD
    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 65,906 shares
    Change vs previous 13F -6,722 shares

    0.08% of the 13F portfolio, value $5,589,459.

    13F-HR 0001085146-25-004479 filed by PINNACLE ASSOCIATES LTD
    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 72,628 shares
    Change vs previous 13F -2,648 shares

    0.1% of the 13F portfolio, value $6,787,106.

    13F-HR 0001085146-25-002639 filed by PINNACLE ASSOCIATES LTD
    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 75,276 shares
    Change vs previous 13F -7,343 shares

    0.09% of the 13F portfolio, value $6,448,172.

    13F-HR 0001085146-25-001486 filed by PINNACLE ASSOCIATES LTD
    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 82,619 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,926,748.

    13F-HR 0001085146-24-005170 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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