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Brookstone Capital Management: XLE position timeline

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

Brookstone Capital Management held 108,941 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 108,941 shares
    Change vs previous 13F -159,901 shares

    0.06% of the 13F portfolio, value $5,785,846.

    13F-HR 0001062993-26-003671 filed by Brookstone Capital Management
    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 268,842 shares
    Change vs previous 13F +100,723 shares

    0.19% of the 13F portfolio, value $16,469,240.

    13F-HR 0001062993-26-002020 filed by Brookstone Capital Management
    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 168,119 shares
    Change vs previous 13F +123,636 shares

    0.09% of the 13F portfolio, value $7,516,590.

    13F-HR 0001062993-26-000271 filed by Brookstone Capital Management
    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 44,483 shares
    Change vs previous 13F -4,981 shares

    0.05% of the 13F portfolio, value $3,974,131.

    13F-HR 0001062993-25-016087 filed by Brookstone Capital Management
    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 49,464 shares
    Change vs previous 13F +346 shares

    0.06% of the 13F portfolio, value $4,195,047.

    13F-HR 0001062993-25-013278 filed by Brookstone Capital Management
    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 49,118 shares
    Change vs previous 13F +11,245 shares

    0.07% of the 13F portfolio, value $4,590,068.

    13F-HR 0001062993-25-008149 filed by Brookstone Capital Management
    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 37,873 shares
    Change vs previous 13F +10,737 shares

    0.05% of the 13F portfolio, value $3,244,184.

    13F-HR 0001062993-25-000693 filed by Brookstone Capital Management
    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 27,136 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,382,528.

    13F-HR 0001062993-24-017468 filed by Brookstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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