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ENVESTNET ASSET MANAGEMENT INC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENVESTNET ASSET MANAGEMENT INC on XLE, newest first. How the timeline and the estimate are built.

ENVESTNET ASSET MANAGEMENT INC held 7,669,273 XLE shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 7,669,273 shares
    Change vs previous 13F +2,158,685 shares

    0.09% of the 13F portfolio, value $407,315,087.

    13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
    Accepted , ingested

    • ENVESTNET ASSET MANAGEMENT INC: 7,561,300 shares
    • Envestnet Portfolio Solutions, Inc.: 107,973 shares
  2. period ended2026-03-31
    13F 5,510,588 shares
    Change vs previous 13F +1,045,265 shares

    0.09% of the 13F portfolio, value $337,578,651.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 5,454,793 shares
    • Envestnet Portfolio Solutions, Inc.: 55,795 shares

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

  3. period ended2025-12-31
    13F 4,465,323 shares
    Change vs previous 13F +2,032,328 shares

    0.05% of the 13F portfolio, value $199,644,628.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 4,405,598 shares
    • Envestnet Portfolio Solutions, Inc.: 59,725 shares

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

  4. period ended2025-09-30
    13F 2,432,995 shares
    Change vs previous 13F +849,583 shares

    0.06% of the 13F portfolio, value $217,363,785.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 2,406,215 shares
    • Envestnet Portfolio Solutions, Inc.: 26,780 shares

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

  5. period ended2025-06-30
    13F 1,583,412 shares
    Change vs previous 13F -182,678 shares

    0.04% of the 13F portfolio, value $134,282,158.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,573,437 shares
    • Envestnet Portfolio Solutions, Inc.: 9,975 shares

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

  6. period ended2025-03-31
    13F 1,766,090 shares
    Change vs previous 13F -1,341,510 shares

    0.05% of the 13F portfolio, value $165,041,125.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,756,662 shares
    • Envestnet Portfolio Solutions, Inc.: 9,428 shares

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

  7. period ended2024-12-31
    13F 3,107,600 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $266,196,956.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 3,014,945 shares
    • Envestnet Portfolio Solutions, Inc.: 92,655 shares

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