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Disclosery

Rehmann Capital Advisory Group: XLE position timeline

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

Rehmann Capital Advisory Group held 14,264 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,264 shares
    Change vs previous 13F -3 shares

    0.03% of the 13F portfolio, value $757,579.

    13F-HR 0001633037-26-000003 filed by Rehmann Capital Advisory Group
    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 14,267 shares
    Change vs previous 13F -302 shares

    0.05% of the 13F portfolio, value $872,766.

    13F-HR 0001633037-26-000002 filed by Rehmann Capital Advisory Group
    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 14,569 shares
    Change vs previous 13F +7,317 shares

    0.03% of the 13F portfolio, value $651,407.

    13F-HR 0001633037-26-000001 filed by Rehmann Capital Advisory Group
    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 7,252 shares
    Change vs previous 13F -335 shares

    0.04% of the 13F portfolio, value $647,972.

    13F-HR 0001633037-25-000005 filed by Rehmann Capital Advisory Group
    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 7,587 shares
    Change vs previous 13F -2,216 shares

    0.04% of the 13F portfolio, value $643,476.

    13F-HR 0001633037-25-000004 filed by Rehmann Capital Advisory Group
    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 9,803 shares
    Change vs previous 13F -63 shares

    0.06% of the 13F portfolio, value $916,128.

    13F-HR 0001633037-25-000003 filed by Rehmann Capital Advisory Group
    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 9,866 shares
    Change vs previous 13F +2,145 shares

    0.05% of the 13F portfolio, value $845,154.

    13F-HR 0001633037-25-000001 filed by Rehmann Capital Advisory Group
    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 7,721 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $677,971.

    13F-HR 0001633037-24-000005 filed by Rehmann Capital Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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