Nabity-Jensen Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Nabity-Jensen Investment 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	$233K	Buy	+3,806	New	+$204K	0.16%	68
2025 Q2	–	Sell	-4,406	Closed	-$206K	–	70
2025 Q1	$206K	Buy	+4,406	New	+$199K	0.16%	66
2024 Q3	–	Sell	-4,406	Closed	-$201K	–	70
2024 Q2	$201K	Sell	4,406 -80	-2%	-$3.73K	0.16%	65
2024 Q1	$212K	Hold	4,486	–	–	0.17%	64
2023 Q4	$188K	Buy	+4,486	New	+$192K	0.17%	62

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

Nabity-Jensen Investment Management's XLE Position: Q1 2026 in Review

Nabity-Jensen Investment Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 3,806 shares worth $233K. The stake represents 0.16% of the portfolio and ranks #68 among its holdings. This is a return to the name: Nabity-Jensen Investment Management previously reported a position in XLE as recently as Q1 2025.

Nabity-Jensen Investment Management first reported a position in XLE in Q4 2023 and has held it in 5 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Nabity-Jensen Investment Management held 3,806 shares of State Street Energy Select Sector SPDR ETF worth $233K as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Nabity-Jensen Investment Management position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.16% of Nabity-Jensen Investment Management's portfolio in Q1 2026, its #68 holding.
Nabity-Jensen Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 5 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.