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 Q2	$202K	Hold	3,806	–	–	0.12%	70
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 $1.55T 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 22.9% 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

Nabity-Jensen Investment Management's XLE Position: Q2 2026 in Review

Nabity-Jensen Investment Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 3,806 shares worth $202K. The position accounts for 0.12% of the portfolio, ranked #70.

Nabity-Jensen Investment Management first reported a position in XLE in Q4 2023 and has held it in 6 quarters since. The position peaked at $233K in Q1 2026. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Nabity-Jensen Investment Management held 3,806 shares of State Street Energy Select Sector SPDR ETF worth $202K as of Q2 2026.
Nabity-Jensen Investment 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 0.12% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #70 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 6 quarters since.
Nabity-Jensen Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $233K in Q1 2026.
2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.