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SHAKER INVESTMENTS LLC/OH: XLE position timeline

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

SHAKER INVESTMENTS LLC/OH held 70,976 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,976 shares
    Change vs previous 13F +35,612 shares

    1.35% of the 13F portfolio, value $3,769,540.

    13F-HR 0001009005-26-000003 filed by SHAKER INVESTMENTS LLC/OH
    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 35,364 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,166,382.

    13F-HR 0001009005-26-000002 filed by SHAKER INVESTMENTS LLC/OH
    Filed (acceptance time not in the bulk data set), ingested

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