Miller Howard Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Miller Howard Investments’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	–	Sell	-40,814	Closed	-$1.82M	–	152
2025 Q4	$1.82M	Buy	+40,814	New	+$1.82M	0.06%	108
2025 Q2	–	Sell	-6,354	Closed	-$297K	–	143
2025 Q1	$297K	Sell	6,354 -53,412	-89%	-$2.41M	0.01%	137
2024 Q4	$2.56M	Buy	59,766 +22,480	+60%	+$1.02M	0.08%	93
2024 Q3	$1.64M	Buy	+37,286	New	+$1.67M	0.05%	114
2024 Q1	–	Sell	-39,982	Closed	-$1.68M	–	205
2023 Q4	$1.68M	Buy	+39,982	New	+$1.71M	0.06%	124
2020 Q1	–	Sell	-18,532	Closed	-$556K	–	146
2019 Q4	$556K	Buy	+18,532	New	+$550K	0.02%	127
2019 Q1	–	Sell	-29,418	Closed	-$844K	–	172
2018 Q4	$844K	Buy	+29,418	New	+$984K	0.02%	156
2018 Q1	–	Sell	-14,004	Closed	-$506K	–	189
2017 Q4	$506K	Buy	+14,004	New	+$482K	0.01%	176
2016 Q1	–	Sell	-76,058	Closed	-$2.29M	–	217
2015 Q4	$2.29M	Buy	+76,058	New	+$2.5M	0.04%	151
2015 Q1	–	Sell	-10,594	Closed	-$419K	–	217
2014 Q4	$419K	Buy	+10,594	New	+$440K	0.01%	205

Other funds holding XLE

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Miller Howard Investments's XLE Position: Q1 2026 in Review

Miller Howard Investments sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 40,814 shares — an estimated $1.82M sold.

Miller Howard Investments first reported a position in XLE in Q4 2014 and held it in 10 quarters. The position peaked at $2.56M in Q4 2024. 2,111 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Miller Howard Investments reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Miller Howard Investments sold 40,814 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.82M.
Miller Howard Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and held it in 10 quarters.
Miller Howard Investments's State Street Energy Select Sector SPDR ETF position peaked at $2.56M in Q4 2024.
2,111 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Miller Howard Investments's 13F filing for Q1 2026, filed 20 Apr 2026.