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Disclosery

Cypress Capital Group: XLE position timeline

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

Cypress Capital Group held 30,652 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,652 shares
    Change vs previous 13F -2,562 shares

    0.15% of the 13F portfolio, value $1,627,927.

    13F-HR 0001172661-26-003071 filed by Cypress Capital Group
    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 33,214 shares
    Change vs previous 13F +6,805 shares

    0.23% of the 13F portfolio, value $2,034,689.

    13F-HR 0001172661-26-002241 filed by Cypress Capital Group
    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 26,409 shares
    Change vs previous 13F +10,724 shares

    0.13% of the 13F portfolio, value $1,180,746.

    13F-HR 0001172661-26-000624 filed by Cypress Capital Group
    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 15,685 shares
    Change vs previous 13F -9,099 shares

    0.17% of the 13F portfolio, value $1,401,298.

    13F-HR 0001172661-25-004557 filed by Cypress Capital Group
    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 24,784 shares
    Change vs previous 13F -39,709 shares

    0.26% of the 13F portfolio, value $2,101,931.

    13F-HR 0001172661-25-002744 filed by Cypress Capital Group
    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 64,493 shares
    Change vs previous 13F +4,635 shares

    0.79% of the 13F portfolio, value $6,026,871.

    13F-HR 0001172661-25-001689 filed by Cypress Capital Group
    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 59,858 shares
    Change vs previous 13F +1,512 shares

    0.63% of the 13F portfolio, value $5,127,436.

    13F-HR 0001172661-25-000527 filed by Cypress Capital Group
    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 58,346 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $5,122,779.

    13F-HR 0001172661-24-004536 filed by Cypress Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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