Berkshire Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Berkshire Asset Management’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	$720K	Sell	11,748 -210	-2%	-$11.3K	0.03%	148
2025 Q4	$535K	Hold	11,958	–	–	0.02%	167
2025 Q3	$534K	Sell	11,958 -70	-0.6%	-$3.06K	0.02%	187
2025 Q2	$510K	Hold	12,028	–	–	0.02%	182
2025 Q1	$491K	Sell	12,028 -594	-5%	-$26.8K	0.02%	188
2024 Q4	$576K	Sell	12,622 -120	-0.9%	-$5.45K	0.03%	176
2024 Q3	$581K	Hold	12,742	–	–	0.03%	168
2024 Q2	$581K	Hold	12,742	–	–	0.03%	170
2024 Q1	$601K	Hold	12,742	–	–	0.03%	144
2023 Q4	$534K	Hold	12,742	–	–	0.03%	148
2023 Q3	$576K	Hold	12,742	–	–	0.04%	133
2023 Q2	$517K	Hold	12,742	–	–	0.03%	146
2023 Q1	$528K	Buy	12,742 +1,548	+14%	+$66.2K	0.03%	137
2022 Q4	$490K	Buy	11,194 +1,600	+17%	+$69.6K	0.03%	113
2022 Q3	$345K	Sell	9,594 -4,000	-29%	-$151K	0.02%	159
2022 Q2	$486K	Sell	13,594 -1,000	-7%	-$40.1K	0.03%	136
2022 Q1	$558K	Sell	14,594 -11,484	-44%	-$398K	0.04%	129
2021 Q4	$724K	Hold	26,078	–	–	0.04%	140
2021 Q3	$679K	Buy	26,078 +1,400	+6%	+$34.7K	0.05%	140
2021 Q2	$665K	Sell	24,678 -2,000	-7%	-$52K	0.04%	140
2021 Q1	$654K	Buy	26,678 +1,600	+6%	+$36.9K	0.05%	140
2020 Q4	$475K	Sell	25,078 -7,096	-22%	-$122K	0.04%	149
2020 Q3	$482K	Buy	32,174 +9,166	+40%	+$163K	0.05%	116
2020 Q2	$435K	Hold	23,008	–	–	0.04%	119
2020 Q1	$334K	Buy	23,008 +10,910	+90%	+$259K	0.03%	154
2019 Q4	$363K	Sell	12,098 -42	-0.3%	-$1.25K	0.03%	143
2019 Q3	$359K	Sell	12,140 -2,728	-18%	-$82.5K	0.03%	157
2019 Q2	$474K	Hold	14,868	–	–	0.04%	141
2019 Q1	$492K	Sell	14,868 -10,554	-42%	-$339K	0.04%	145
2018 Q4	$729K	Buy	25,422 +8,554	+51%	+$286K	0.07%	121
2018 Q3	$639K	Hold	16,868	–	–	0.05%	130
2018 Q2	$640K	Sell	16,868 -2,200	-12%	-$81.7K	0.06%	124
2018 Q1	$643K	Buy	19,068 +3,000	+19%	+$106K	0.06%	122
2017 Q4	$581K	Hold	16,068	–	–	0.06%	131
2017 Q3	$550K	Buy	16,068 +518	+3%	+$16.9K	0.06%	121
2017 Q2	$505K	Hold	15,550	–	–	0.06%	125
2017 Q1	$543K	Buy	15,550 +188	+1%	+$6.8K	0.06%	120
2016 Q4	$579K	Hold	15,362	–	–	0.07%	113
2016 Q3	$542K	Hold	15,362	–	–	0.08%	118
2016 Q2	$524K	Hold	15,362	–	–	0.08%	117
2016 Q1	$475K	Buy	15,362 +1,700	+12%	+$49.3K	0.07%	108
2015 Q4	$412K	Buy	13,662 +1,462	+12%	+$48.1K	0.07%	108
2015 Q3	$373K	Buy	+12,200	New	+$411K	0.07%	111

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

Berkshire Asset Management's XLE Position: Q1 2026 in Review

Berkshire Asset Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.8% in Q1 2026, selling an estimated $11.3K and leaving 11,748 shares worth $720K. The position accounts for 0.03% of the portfolio, ranked #148.

Berkshire Asset Management first reported a position in XLE in Q3 2015 and has held it in 43 quarters since. The position peaked at $729K in Q4 2018. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Berkshire Asset Management held 11,748 shares of State Street Energy Select Sector SPDR ETF worth $720K as of Q1 2026.
Berkshire Asset Management sold 210 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $11.3K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Berkshire Asset Management's portfolio in Q1 2026, its #148 holding.
Berkshire Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2015 and has held it in 43 quarters since.
Berkshire Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $729K in Q4 2018.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.