Lowe Brockenbrough & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lowe Brockenbrough & 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 Q1	$5.06M	Sell	82,666 -880	-1%	-$47.2K	0.25%	84
2025 Q4	$3.74M	Buy	83,546 +606	+0.7%	+$27K	0.18%	100
2025 Q3	$3.7M	Sell	82,940 -1,522	-2%	-$66.6K	0.19%	99
2025 Q2	$3.58M	Sell	84,462 -5,950	-7%	-$248K	0.2%	103
2025 Q1	$4.22M	Sell	90,412 -8,654	-9%	-$390K	0.28%	89
2024 Q4	$4.24M	Buy	99,066 +28,890	+41%	+$1.31M	0.27%	85
2024 Q3	$3.08M	Sell	70,176 -1,648	-2%	-$73.7K	0.2%	109
2024 Q2	$3.27M	Buy	71,824 +3,840	+6%	+$179K	0.22%	100
2024 Q1	$3.21M	Sell	67,984 -950	-1%	-$40.8K	0.22%	106
2023 Q4	$2.89M	Sell	68,934 -236	-0.3%	-$10.1K	0.22%	104
2023 Q3	$3.13M	Sell	69,170 -610	-0.9%	-$26.7K	0.24%	100
2023 Q2	$2.83M	Sell	69,780 -152	-0.2%	-$6.19K	0.21%	108
2023 Q1	$2.9M	Sell	69,932 -160	-0.2%	-$6.84K	0.23%	102
2022 Q4	$3.07M	Sell	70,092 -420	-0.6%	-$18.3K	0.27%	92
2022 Q3	$2.54M	Sell	70,512 -438	-0.6%	-$16.6K	0.24%	101
2022 Q2	$2.54M	Sell	70,950 -1,400	-2%	-$56.2K	0.22%	104
2022 Q1	$2.77M	Sell	72,350 -840	-1%	-$29.1K	0.2%	110
2021 Q4	$2.03M	Hold	73,190	–	–	0.15%	124
2021 Q3	$1.91M	Hold	73,190	–	–	0.15%	135
2021 Q2	$1.97M	Buy	73,190 +490	+0.7%	+$12.7K	0.18%	111
2021 Q1	$1.78M	Buy	72,700 +1,630	+2%	+$37.6K	0.17%	116
2020 Q4	$1.35M	Buy	71,070 +47,730	+204%	+$823K	0.15%	126
2020 Q3	$350K	Buy	+23,340	New	+$414K	0.04%	176
2020 Q1	–	Sell	-12,390	Closed	-$372K	–	222
2019 Q4	$372K	Buy	+12,390	New	+$367K	0.05%	179
2019 Q3	–	Sell	-7,130	Closed	-$227K	–	220
2019 Q2	$227K	Sell	7,130 -440	-6%	-$14.1K	0.03%	201
2019 Q1	$250K	Sell	7,570 -2,400	-24%	-$77.1K	0.04%	191
2018 Q4	$286K	Buy	9,970 +2,292	+30%	+$76.7K	0.05%	179
2018 Q3	$291K	Buy	7,678 +308	+4%	+$11.5K	0.04%	183
2018 Q2	$280K	Hold	7,370	–	–	0.04%	184
2018 Q1	$248K	Sell	7,370 -260	-3%	-$9.2K	0.04%	188
2017 Q4	$276K	Buy	7,630 +340	+5%	+$11.7K	0.04%	183
2017 Q3	$250K	Buy	7,290 +980	+16%	+$31.9K	0.04%	187
2017 Q2	$205K	Sell	6,310 -300	-5%	-$10.1K	0.03%	192
2017 Q1	$231K	Sell	6,610 -544	-8%	-$19.7K	0.04%	184
2016 Q4	$269K	Hold	7,154	–	–	0.05%	175
2016 Q3	$253K	Sell	7,154 -7,960	-53%	-$273K	0.04%	174
2016 Q2	$516K	Buy	15,114 +544	+4%	+$18K	0.09%	149
2016 Q1	$451K	Sell	14,570 -5,630	-28%	-$163K	0.08%	156
2015 Q4	$609K	Buy	20,200 +7,160	+55%	+$236K	0.1%	147
2015 Q3	$399K	Hold	13,040	–	–	0.07%	165
2015 Q2	$490K	Sell	13,040 -60	-0.5%	-$2.38K	0.08%	162
2015 Q1	$508K	Hold	13,100	–	–	0.08%	159
2014 Q4	$518K	Hold	13,100	–	–	0.08%	161
2014 Q3	$594K	Hold	13,100	–	–	0.09%	154
2014 Q2	$656K	Hold	13,100	–	–	0.1%	148
2014 Q1	$583K	Sell	13,100 -3,430	-21%	-$148K	0.1%	147
2013 Q4	$732K	Hold	16,530	–	–	0.12%	130
2013 Q3	$685K	Hold	16,530	–	–	0.12%	129
2013 Q2	$647K	Buy	+16,530	New	+$655K	0.12%	131

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

Lowe Brockenbrough & Co's XLE Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.1% in Q1 2026, selling an estimated $47.2K and leaving 82,666 shares worth $5.06M. The position accounts for 0.25% of the portfolio, ranked #84.

Lowe Brockenbrough & Co first reported a position in XLE in Q2 2013 and has held it in 49 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Lowe Brockenbrough & Co held 82,666 shares of State Street Energy Select Sector SPDR ETF worth $5.06M as of Q1 2026.
Lowe Brockenbrough & Co sold 880 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $47.2K.
State Street Energy Select Sector SPDR ETF made up 0.25% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #84 holding.
Lowe Brockenbrough & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 49 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.