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Disclosery

Equitable Holdings, Inc.: XLE position timeline

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

Equitable Holdings, Inc. held 384,998 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 384,998 shares
    Change vs previous 13F -138,455 shares

    0.12% of the 13F portfolio, value $20,447,220.

    13F-HR 0001333986-26-000042 filed by Equitable Holdings, 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 523,453 shares
    Change vs previous 13F +189,335 shares

    0.15% of the 13F portfolio, value $23,687,224.

    13F-HR 0001333986-26-000027 filed by Equitable Holdings, 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 334,118 shares
    Change vs previous 13F +210,881 shares

    0.1% of the 13F portfolio, value $14,938,416.

    13F-HR 0001333986-26-000006 filed by Equitable Holdings, 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 123,237 shares
    Change vs previous 13F -37,520 shares

    0.08% of the 13F portfolio, value $11,009,994.

    13F-HR 0001333986-25-000070 filed by Equitable Holdings, 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 160,757 shares
    Change vs previous 13F +79,923 shares

    0.11% of the 13F portfolio, value $13,633,801.

    13F-HR 0001532155-25-000165 filed by Equitable Holdings, 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 80,834 shares
    Change vs previous 13F -33,252 shares

    0.07% of the 13F portfolio, value $7,553,937.

    13F-HR 0001532155-25-000072 filed by Equitable Holdings, 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 114,086 shares
    Change vs previous 13F -125,702 shares

    0.09% of the 13F portfolio, value $9,772,607.

    13F-HR 0001532155-25-000044 filed by Equitable Holdings, 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 239,788 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $21,053,386.

    13F-HR 0001532155-24-000158 filed by Equitable Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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