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Disclosery

TIAA: XLE position timeline

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

TIAA held 53,586 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,586 shares
    Change vs previous 13F -66,415 shares

    <0.01% of the 13F portfolio, value $2,846,124.

    13F-HR 0000930413-26-002428 filed by TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC: 39,218 shares
    • Nuveen, LLC: 12,540 shares
    • TIAA TRUST, NATIONAL ASSOCIATION: 1,200 shares
    • TIAA Wealth Investment Management LLC: 628 shares

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

  2. period ended2026-03-31
    13F 120,001 shares
    Change vs previous 13F +88,332 shares

    0.02% of the 13F portfolio, value $7,351,504.

    13F-HR 0000930413-26-001568 filed by TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC: 117,948 shares
    • TIAA TRUST, NATIONAL ASSOCIATION: 1,376 shares
    • TIAA Wealth Investment Management LLC: 677 shares

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

  3. period ended2025-12-31
    13F 31,669 shares
    Change vs previous 13F +14,689 shares

    <0.01% of the 13F portfolio, value $1,415,946.

    13F-HR 0000930413-26-000393 filed by TIAA TRUST, NATIONAL ASSOCIATION
    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 16,980 shares
    Change vs previous 13F -5,129 shares

    <0.01% of the 13F portfolio, value $1,517,089.

    13F-HR 0000930413-25-003411 filed by TIAA TRUST, NATIONAL ASSOCIATION
    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 22,109 shares
    Change vs previous 13F +2,947 shares

    <0.01% of the 13F portfolio, value $1,875,113.

    13F-HR 0000930413-25-002382 filed by TIAA TRUST, NATIONAL ASSOCIATION
    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 19,162 shares
    Change vs previous 13F +842 shares

    0.01% of the 13F portfolio, value $1,790,689.

    13F-HR 0000930413-25-001681 filed by TIAA TRUST, NATIONAL ASSOCIATION
    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 18,320 shares
    Change vs previous 13F -31 shares

    <0.01% of the 13F portfolio, value $1,569,180.

    13F-HR 0000930413-25-000507 filed by TIAA TRUST, NATIONAL ASSOCIATION
    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 18,351 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,611,218.

    13F-HR 0000930413-24-003144 filed by TIAA TRUST, NATIONAL ASSOCIATION
    Filed (acceptance time not in the bulk data set), ingested

    • Nuveen Asset Management, LLC: 0 shares
    • TIAA TRUST, NATIONAL ASSOCIATION: 18,351 shares

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