Harvey Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Harvey Capital 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 Q2	$220K	Hold	4,150	–	–	0.05%	83
2026 Q1	$254K	Buy	+4,150	New	+$223K	0.06%	74
2024 Q2	–	Sell	-4,250	Closed	-$201K	–	82
2024 Q1	$201K	Buy	+4,250	New	+$183K	0.06%	76

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Harvey Capital Management's XLE Position: Q2 2026 in Review

Harvey Capital Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 4,150 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #83.

Harvey Capital Management first reported a position in XLE in Q1 2024 and has held it in 3 quarters since. The position peaked at $254K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Harvey Capital Management held 4,150 shares of State Street Energy Select Sector SPDR ETF worth $220K as of Q2 2026.
Harvey Capital Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.05% of Harvey Capital Management's portfolio in Q2 2026, its #83 holding.
Harvey Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 3 quarters since.
Harvey Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $254K in Q1 2026.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Harvey Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.