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Rockefeller Capital Management L.P.: XLU position timeline

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

Rockefeller Capital Management L.P. held 336,949 XLU 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 336,949 shares
    Change vs previous 13F -20,674 shares

    0.02% of the 13F portfolio, value $15,277,307.

    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 357,623 shares
    Change vs previous 13F +32,829 shares

    0.03% of the 13F portfolio, value $16,411,400.

    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 324,794 shares
    Change vs previous 13F +170,543 shares

    0.02% of the 13F portfolio, value $13,865,526.

    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 154,251 shares
    Change vs previous 13F +33,586 shares

    0.03% of the 13F portfolio, value $13,452,288.

    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 120,665 shares
    Change vs previous 13F +14,050 shares

    0.02% of the 13F portfolio, value $9,853,542.

    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 106,615 shares
    Change vs previous 13F -55,357 shares

    0.02% of the 13F portfolio, value $8,406,642.

    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 161,972 shares
    Change vs previous 13F +16,645 shares

    0.03% of the 13F portfolio, value $12,259,738.

    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 145,327 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,739,606.

    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).