Cookson Peirce & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cookson Peirce & Co’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 Q2	$255K	Buy	+4,795	New	+$274K	0.01%	299

Other funds holding XLE

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Cookson Peirce & Co's XLE Position: Q2 2026 in Review

Cookson Peirce & Co opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 4,795 shares worth $255K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings.

700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Cookson Peirce & Co held 4,795 shares of State Street Energy Select Sector SPDR ETF worth $255K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Cookson Peirce & Co position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Cookson Peirce & Co's portfolio in Q2 2026, its #299 holding.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.