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Disclosery

TOCQUEVILLE ASSET MANAGEMENT L.P.: XLE position timeline

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

TOCQUEVILLE ASSET MANAGEMENT L.P. held 762,726 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 762,726 shares
    Change vs previous 13F -10,999 shares

    0.54% of the 13F portfolio, value $40,508,378.

    13F-HR 0000919574-26-004901 filed by TOCQUEVILLE ASSET 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 773,725 shares
    Change vs previous 13F -1,905 shares

    0.7% of the 13F portfolio, value $47,398,394.

    13F-HR 0000919574-26-002885 filed by TOCQUEVILLE ASSET 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 775,630 shares
    Change vs previous 13F +387,730 shares

    0.51% of the 13F portfolio, value $34,678,417.

    13F-HR 0000919574-26-000743 filed by TOCQUEVILLE ASSET 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 387,900 shares
    Change vs previous 13F -2,118 shares

    0.5% of the 13F portfolio, value $34,654,986.

    13F-HR 0000919574-25-006724 filed by TOCQUEVILLE ASSET 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 390,018 shares
    Change vs previous 13F -50,135 shares

    0.5% of the 13F portfolio, value $33,077,427.

    13F-HR 0000919574-25-004475 filed by TOCQUEVILLE ASSET 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 440,153 shares
    Change vs previous 13F +1,008 shares

    0.67% of the 13F portfolio, value $41,132,298.

    13F-HR 0000919574-25-002859 filed by TOCQUEVILLE ASSET 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 439,145 shares
    Change vs previous 13F +10,872 shares

    0.59% of the 13F portfolio, value $37,617,161.

    13F-HR 0000919574-25-000916 filed by TOCQUEVILLE ASSET 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 428,273 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $37,602,369.

    13F-HR 0000919574-24-006247 filed by TOCQUEVILLE ASSET MANAGEMENT L.P.
    Filed (acceptance time not in the bulk data set), ingested

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