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Disclosery

MORGAN STANLEY: XLE position timeline

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

MORGAN STANLEY held 29,181,455 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,181,455 shares
    Change vs previous 13F -3,435,892 shares

    0.08% of the 13F portfolio, value $1,549,827,221.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    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 32,617,347 shares
    Change vs previous 13F +3,178,969 shares

    0.12% of the 13F portfolio, value $1,998,138,777.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    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/A 29,438,378 shares
    Change vs previous 13F +14,135,733 shares

    0.08% of the 13F portfolio, value $1,316,189,996.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    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/A 15,302,645 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,367,138,512.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

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