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Rockefeller Capital Management L.P.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockefeller Capital Management L.P. on XLE, newest first. How the timeline and the estimate are built.

Rockefeller Capital Management L.P. held 1,347,835 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 1,347,835 shares
    Change vs previous 13F -89,040 shares

    0.11% of the 13F portfolio, value $71,583,617.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    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 1,436,875 shares
    Change vs previous 13F -106,385 shares

    0.16% of the 13F portfolio, value $88,023,095.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    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 1,543,260 shares
    Change vs previous 13F +800,206 shares

    0.12% of the 13F portfolio, value $68,999,194.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    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 743,054 shares
    Change vs previous 13F +40,377 shares

    0.13% of the 13F portfolio, value $66,384,477.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    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/A 702,677 shares
    Change vs previous 13F +112,511 shares

    0.13% of the 13F portfolio, value $59,594,108.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    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 590,166 shares
    Change vs previous 13F -74,391 shares

    0.14% of the 13F portfolio, value $55,151,135.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management L.P.
    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 664,557 shares
    Change vs previous 13F -38,635 shares

    0.15% of the 13F portfolio, value $56,939,123.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management L.P.
    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 703,192 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $61,750,251.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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