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PRINCIPAL FINANCIAL GROUP INC: XLE position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 97,683 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,683 shares
    Change vs previous 13F -24,697 shares

    0.06% of the 13F portfolio, value $5,187,943.

    13F-HR 0000012600-26-000012 filed by PRINCIPAL SECURITIES, 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 122,380 shares
    Change vs previous 13F +69,949 shares

    0.11% of the 13F portfolio, value $7,497,000.

    13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, 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 52,431 shares
    Change vs previous 13F +27,888 shares

    0.04% of the 13F portfolio, value $2,344,185.

    13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, 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 24,543 shares
    Change vs previous 13F -665 shares

    0.04% of the 13F portfolio, value $2,192,693.

    13F-HR 0000012600-25-000011 filed by PRINCIPAL SECURITIES, 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 25,208 shares
    Change vs previous 13F -2,545 shares

    0.04% of the 13F portfolio, value $2,137,900.

    13F-HR 0000012600-25-000009 filed by PRINCIPAL SECURITIES, 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 27,753 shares
    Change vs previous 13F +43 shares

    0.05% of the 13F portfolio, value $2,377,350.

    13F-HR 0000012600-25-000006 filed by PRINCIPAL SECURITIES, 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 27,710 shares
    Change vs previous 13F -4,707 shares

    0.05% of the 13F portfolio, value $2,373,666.

    13F-HR 0000012600-25-000001 filed by PRINCIPAL SECURITIES, 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 32,417 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,846,187.

    13F-HR 0000012600-24-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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