Skip to content
Disclosery

PGIM INVESTMENTS LLC: XLE position timeline

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

PGIM INVESTMENTS LLC held 1,831,848 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 1,831,848 shares
    Change vs previous 13F +10,191 shares

    1.22% of the 13F portfolio, value $97,289,454.

    13F-HR 0001137774-26-000189 filed by PGIM Custom Harvest LLC
    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 1,821,657 shares
    Change vs previous 13F +170,121 shares

    1.74% of the 13F portfolio, value $111,594,741.

    13F-HR 0001137774-26-000113 filed by PGIM Custom Harvest LLC
    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 1,651,536 shares
    Change vs previous 13F +853,509 shares

    1.09% of the 13F portfolio, value $73,840,160.

    13F-HR 0001137774-26-000060 filed by PGIM Custom Harvest LLC
    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 798,027 shares
    Change vs previous 13F +798,027 shares

    1.07% of the 13F portfolio, value $71,295,765.

    13F-HR 0001137774-25-000200 filed by PGIM Custom Harvest LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -459,781 shares

    13F-HR 0001137774-25-000071 filed by PGIM Custom Harvest LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 459,781 shares
    Change vs previous 13F -132,749 shares

    0.77% of the 13F portfolio, value $39,384,862.

    13F-HR 0001137774-25-000038 filed by PGIM Custom Harvest LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 592,530 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $52,024,133.

    13F-HR 0001137774-24-000270 filed by PGIM Custom Harvest LLC
    Filed (acceptance time not in the bulk data set), ingested

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