Skip to content
Disclosery

Baird Financial Group, Inc.: XLE position timeline

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

Baird Financial Group, Inc. held 1,064,108 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,064,108 shares
    Change vs previous 13F -25,517 shares

    0.08% of the 13F portfolio, value $56,514,792.

    13F-HR 0001648711-26-000006 filed by Baird Financial Group, 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 1,089,625 shares
    Change vs previous 13F +21,015 shares

    0.1% of the 13F portfolio, value $66,750,428.

    13F-HR 0001648711-26-000004 filed by Baird Financial Group, 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 1,068,610 shares
    Change vs previous 13F +557,894 shares

    0.07% of the 13F portfolio, value $47,777,569.

    13F-HR 0001648711-26-000002 filed by Baird Financial Group, 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 510,716 shares
    Change vs previous 13F +7,268 shares

    0.07% of the 13F portfolio, value $45,627,375.

    13F-HR 0001648711-25-000026 filed by Baird Financial Group, 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 503,448 shares
    Change vs previous 13F +115,637 shares

    0.07% of the 13F portfolio, value $42,697,465.

    13F-HR 0001083831-25-000011 filed by Baird Financial Group, 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 387,811 shares
    Change vs previous 13F -242,135 shares

    0.07% of the 13F portfolio, value $36,240,938.

    13F-HR 0001648711-25-000019 filed by Baird Financial Group, 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 629,946 shares
    Change vs previous 13F -68,070 shares

    0.1% of the 13F portfolio, value $53,961,205.

    13F-HR 0001648711-25-000009 filed by Baird Financial Group, 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 698,016 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $61,285,829.

    13F-HR 0001728280-24-000014 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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