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SHAKER INVESTMENTS LLC/OH: XLU position timeline

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

SHAKER INVESTMENTS LLC/OH held 69,516 XLU 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 69,516 shares
    Change vs previous 13F -570 shares

    1.13% of the 13F portfolio, value $3,151,855.

    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 70,086 shares
    Change vs previous 13F -4,423 shares

    1.46% of the 13F portfolio, value $3,216,247.

    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).

  3. period ended2025-12-31
    13F 74,509 shares
    Change vs previous 13F +37,026 shares

    1.32% of the 13F portfolio, value $3,180,789.

    13F-HR 0001009005-26-000001 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).

  4. period ended2025-09-30
    13F 37,483 shares
    Change vs previous 13F -69 shares

    1.31% of the 13F portfolio, value $3,268,892.

    13F-HR 0001009005-25-000013 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).

  5. period ended2025-06-30
    13F 37,552 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $3,066,496.

    13F-HR 0001009005-25-000004 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).