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NBT Bank’s iShares US Energy ETF IYE Stock Holding History

NBT Bank’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.1K Sell
372
-467
-56% -$28.3K ﹤0.01% 633
2026
Q1 		$54.3K Buy
839
+791
+1,648% +$44.9K ﹤0.01% 498
2025
Q4 		$39.9K Hold
48
– – ﹤0.01% 518
2025
Q3 		$45.8K Sell
48
-915
-95% -$42.6K ﹤0.01% 506
2025
Q2 		$43.6K Sell
963
-39
-4% -$1.72K ﹤0.01% 517
2025
Q1 		$49.4K Sell
1,002
-125
-11% -$5.96K ﹤0.01% 495
2024
Q4 		$51.4K Sell
1,127
-36
-3% -$1.73K ﹤0.01% 501
2024
Q3 		$53.9K Sell
1,163
-25
-2% -$1.18K ﹤0.01% 516
2024
Q2 		$57K Sell
1,188
-272
-19% -$13.3K ﹤0.01% 399
2024
Q1 		$72.1K Sell
1,460
-15
-1% -$675 0.01% 391
2023
Q4 		$65.1K Buy
+1,475
New +$66.3K 0.01% 392

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NBT Bank's IYE Position: Q2 2026 in Review

NBT Bank reduced its iShares US Energy ETF (IYE) stake by 56% in Q2 2026, selling an estimated $28.3K and leaving 372 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

NBT Bank first reported a position in IYE in Q4 2023 and has held it in 11 quarters since. The position peaked at $72.1K in Q1 2024. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • NBT Bank held 372 shares of iShares US Energy ETF worth $21.1K as of Q2 2026.
  • NBT Bank sold 467 iShares US Energy ETF shares in Q2 2026, an estimated $28.3K.
  • iShares US Energy ETF made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #633 holding.
  • NBT Bank first reported a position in iShares US Energy ETF in Q4 2023 and has held it in 11 quarters since.
  • NBT Bank's iShares US Energy ETF position peaked at $72.1K in Q1 2024.
  • 329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.