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Richard Bernstein Advisors LLC: XLE position timeline

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

Richard Bernstein Advisors LLC held 139 XLE shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 139 shares
    Change vs previous 13F -68 shares

    <0.01% of the 13F portfolio, value $8,496.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 207 shares
    Change vs previous 13F +103 shares

    <0.01% of the 13F portfolio, value $9,265.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 104 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $9,185.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 104 shares
    Change vs previous 13F -1,856 shares

    <0.01% of the 13F portfolio, value $8,839.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,960 shares
    Change vs previous 13F -575,400 shares

    <0.01% of the 13F portfolio, value $183,170.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 577,360 shares
    Change vs previous 13F -29,857 shares

    1.12% of the 13F portfolio, value $49,456,687.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 607,217 shares
    Change vs previous 13F -57,781 shares

    1.14% of the 13F portfolio, value $53,313,625.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 664,998 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $60,614,559.

    13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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