Nations Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Nations Financial Group’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	$2.37M	Sell	44,678 -2,595	-5%	-$148K	0.11%	197
2026 Q1	$2.9M	Sell	47,273 -1,900	-4%	-$102K	0.15%	159
2025 Q4	$2.2M	Buy	49,173 +835	+2%	+$37.2K	0.12%	197
2025 Q3	$2.16M	Sell	48,338 -1,440	-3%	-$63K	0.13%	184
2025 Q2	$2.11M	Buy	49,778 +492	+1%	+$20.5K	0.15%	173
2025 Q1	$2.3M	Sell	49,286 -8,272	-14%	-$373K	0.18%	152
2024 Q4	$2.47M	Sell	57,558 -2,162	-4%	-$98.3K	0.18%	143
2024 Q3	$2.62M	Buy	59,720 +7,572	+15%	+$338K	0.19%	126
2024 Q2	$2.38M	Sell	52,148 -714	-1%	-$33.3K	0.19%	124
2024 Q1	$2.5M	Buy	52,862 +320	+0.6%	+$13.7K	0.21%	119
2023 Q4	$2.2M	Sell	52,542 -47,104	-47%	-$2.01M	0.2%	121
2023 Q3	$4.5M	Buy	99,646 +20,908	+27%	+$915K	0.45%	44
2023 Q2	$3.2M	Sell	78,738 -5,460	-6%	-$222K	0.31%	71
2023 Q1	$3.49M	Sell	84,198 -6,312	-7%	-$270K	0.37%	61
2022 Q4	$3.96M	Buy	90,510 +4,796	+6%	+$209K	0.44%	47
2022 Q3	$3.09M	Sell	85,714 -2,846	-3%	-$108K	0.45%	48
2022 Q2	$3.17M	Buy	88,560 +1,278	+1%	+$51.3K	0.42%	49
2022 Q1	$3.34M	Buy	87,282 +708	+0.8%	+$24.5K	0.4%	50
2021 Q4	$2.4M	Buy	86,574 +44,646	+106%	+$1.26M	0.32%	73
2021 Q3	$1.09M	Buy	41,928 +11,956	+40%	+$296K	0.17%	156
2021 Q2	$807K	Buy	29,972 +4,078	+16%	+$106K	0.14%	187
2021 Q1	$635K	Buy	25,894 +4,784	+23%	+$110K	0.14%	187
2020 Q4	$400K	Sell	21,110 -332	-2%	-$5.72K	0.11%	226
2020 Q3	$321K	Sell	21,442 -780	-4%	-$13.8K	0.1%	222
2020 Q2	$421K	Buy	+22,222	New	+$413K	0.15%	173
2020 Q1	–	Sell	-9,124	Closed	-$274K	–	296
2019 Q4	$274K	Sell	9,124 -2,742	-23%	-$81.3K	0.09%	242
2019 Q3	$344K	Sell	11,866 -3,040	-20%	-$92K	0.12%	207
2019 Q2	$475K	Sell	14,906 -2,208	-13%	-$70.7K	0.31%	91
2019 Q1	$566K	Buy	17,114 +170	+1%	+$5.46K	0.39%	72
2018 Q4	$486K	Sell	16,944 -1,210	-7%	-$40.5K	0.39%	75
2018 Q3	$688K	Buy	18,154 +994	+6%	+$37.3K	0.49%	57
2018 Q2	$652K	Buy	17,160 +736	+4%	+$27.3K	0.54%	51
2018 Q1	$554K	Sell	16,424 -2,338	-12%	-$82.7K	0.51%	57
2017 Q4	$678K	Sell	18,762 -9,266	-33%	-$319K	0.62%	46
2017 Q3	$960K	Sell	28,028 -1,408	-5%	-$45.8K	0.93%	21
2017 Q2	$956K	Sell	29,436 -298	-1%	-$10K	0.79%	33
2017 Q1	$1.04M	Sell	29,734 -2,338	-7%	-$84.5K	1.01%	25
2016 Q4	$1.21M	Sell	32,072 -494	-2%	-$17.9K	1.3%	18
2016 Q3	$1.15M	Sell	32,566 -3,838	-11%	-$132K	1.14%	19
2016 Q2	$1.24M	Buy	36,404 +2,768	+8%	+$91.3K	1.3%	20
2016 Q1	$1.04M	Buy	33,636 +18,148	+117%	+$526K	1.2%	19
2015 Q4	$467K	Buy	+15,488	New	+$510K	0.61%	55

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Nations Financial Group's XLE Position: Q2 2026 in Review

Nations Financial Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.5% in Q2 2026, selling an estimated $148K and leaving 44,678 shares worth $2.37M. The position accounts for 0.11% of the portfolio, ranked #197.

Nations Financial Group first reported a position in XLE in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.5M in Q3 2023. 631 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Nations Financial Group held 44,678 shares of State Street Energy Select Sector SPDR ETF worth $2.37M as of Q2 2026.
Nations Financial Group sold 2,595 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $148K.
State Street Energy Select Sector SPDR ETF made up 0.11% of Nations Financial Group's portfolio in Q2 2026, its #197 holding.
Nations Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and has held it in 42 quarters since.
Nations Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $4.5M in Q3 2023.
631 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.