Atlantic Union Bankshares’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Atlantic Union Bankshares’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.72M	Buy	44,355 +3,275	+8%	+$176K	0.05%	254
2025 Q4	$1.84M	Sell	41,080 -918	-2%	-$40.9K	0.03%	301
2025 Q3	$1.88M	Buy	41,998 +5,498	+15%	+$241K	0.04%	297
2025 Q2	$1.55M	Buy	+36,500	New	+$1.52M	0.04%	276
2023 Q1	–	Sell	-6,104	Closed	-$267K	–	291
2022 Q4	$267K	Buy	+6,104	New	+$266K	0.03%	235
2020 Q1	–	Sell	-8,272	Closed	-$248K	–	268
2019 Q4	$248K	Buy	8,272 +892	+12%	+$26.5K	0.03%	220
2019 Q3	$218K	Buy	+7,380	New	+$223K	0.03%	233

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Atlantic Union Bankshares's XLE Position: Q1 2026 in Review

Atlantic Union Bankshares increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 8% in Q1 2026, buying an estimated $176K and bringing the position to 44,355 shares worth $2.72M. The position accounts for 0.05% of the portfolio, ranked #254.

Atlantic Union Bankshares first reported a position in XLE in Q3 2019 and has held it in 7 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Atlantic Union Bankshares held 44,355 shares of State Street Energy Select Sector SPDR ETF worth $2.72M as of Q1 2026.
Atlantic Union Bankshares bought 3,275 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $176K.
State Street Energy Select Sector SPDR ETF made up 0.05% of Atlantic Union Bankshares's portfolio in Q1 2026, its #254 holding.
Atlantic Union Bankshares first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2019 and has held it in 7 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.