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Disclosery

Steele Capital Management, Inc.: XLE position timeline

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

Steele Capital Management, Inc. held 259,203 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 259,203 shares
    Change vs previous 13F -5,533 shares

    0.51% of the 13F portfolio, value $13,766,289.

    13F-HR 0001646695-26-000003 filed by Steele Capital Management, Inc.
    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 264,736 shares
    Change vs previous 13F -7,226 shares

    0.67% of the 13F portfolio, value $16,217,748.

    13F-HR 0001646695-26-000002 filed by Steele Capital Management, Inc.
    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 271,962 shares
    Change vs previous 13F +132,591 shares

    0.52% of the 13F portfolio, value $12,159,432.

    13F-HR 0001646695-26-000001 filed by Steele Capital Management, Inc.
    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 139,371 shares
    Change vs previous 13F -733 shares

    0.55% of the 13F portfolio, value $12,451,426.

    13F-HR 0001646695-25-000005 filed by Steele Capital Management, Inc.
    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 140,104 shares
    Change vs previous 13F +14,625 shares

    0.57% of the 13F portfolio, value $11,882,220.

    13F-HR 0001646695-25-000004 filed by Steele Capital Management, Inc.
    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 125,479 shares
    Change vs previous 13F +20,321 shares

    0.61% of the 13F portfolio, value $11,726,012.

    13F-HR 0001646695-25-000003 filed by Steele Capital Management, Inc.
    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 105,158 shares
    Change vs previous 13F +7,601 shares

    0.47% of the 13F portfolio, value $9,007,834.

    13F-HR 0001646695-25-000001 filed by Steele Capital Management, Inc.
    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 97,557 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $8,565,504.

    13F-HR 0001646695-24-000008 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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