Neuberger Berman Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Neuberger Berman 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 Q1	$2.39M	Buy	39,065 +172	+0.4%	+$9.23K	﹤0.01%	1133
2025 Q4	$1.74M	Buy	38,893 +7,297	+23%	+$325K	﹤0.01%	1229
2025 Q3	$1.41M	Sell	31,596 -2,000	-6%	-$87.6K	﹤0.01%	1258
2025 Q2	$1.42M	Buy	33,596 +1,774	+6%	+$73.9K	﹤0.01%	1239
2025 Q1	$1.49M	Sell	31,822 -90,114	-74%	-$4.06M	﹤0.01%	1209
2024 Q4	$5.22M	Sell	121,936 -20,406	-14%	-$927K	﹤0.01%	956
2024 Q3	$6.25M	Sell	142,342 -20,996	-13%	-$939K	﹤0.01%	888
2024 Q2	$7.44M	Sell	163,338 -3,630	-2%	-$169K	0.01%	827
2024 Q1	$7.88M	Buy	166,968 +135,946	+438%	+$5.84M	0.01%	834
2023 Q4	$1.3M	Sell	31,022 -288	-0.9%	-$12.3K	﹤0.01%	1208
2023 Q3	$1.42M	Sell	31,310 -97,480	-76%	-$4.27M	﹤0.01%	1159
2023 Q2	$5.23M	Buy	128,790 +102,708	+394%	+$4.18M	﹤0.01%	879
2023 Q1	$1.08M	Sell	26,082 -714	-3%	-$30.5K	﹤0.01%	1233
2022 Q4	$1.17M	Buy	26,796 +13,924	+108%	+$606K	﹤0.01%	1196
2022 Q3	$464K	Sell	12,872 -782,026	-98%	-$29.6M	﹤0.01%	1498
2022 Q2	$28.4M	Sell	794,898 -194,678	-20%	-$7.81M	0.03%	546
2022 Q1	$37.8M	Buy	989,576 +974,274	+6,367%	+$33.7M	0.03%	537
2021 Q4	$425K	Sell	15,302 -580	-4%	-$16.4K	﹤0.01%	1596
2021 Q3	$414K	Buy	15,882 +4,300	+37%	+$107K	﹤0.01%	1512
2021 Q2	$312K	Sell	11,582 -5,670	-33%	-$147K	﹤0.01%	1601
2021 Q1	$423K	Sell	17,252 -1,370	-7%	-$31.6K	﹤0.01%	1522
2020 Q4	$353K	Sell	18,622 -1,700	-8%	-$29.3K	﹤0.01%	1478
2020 Q3	$304K	Buy	20,322 +2,838	+16%	+$50.4K	﹤0.01%	1455
2020 Q2	$331K	Buy	+17,484	New	+$325K	﹤0.01%	1357
2020 Q1	–	Sell	-6,690	Closed	-$201K	–	1642
2019 Q4	$201K	Buy	+6,690	New	+$198K	﹤0.01%	1482
2019 Q3	–	Sell	-8,404	Closed	-$268K	–	1605
2019 Q2	$268K	Buy	8,404 +2,238	+36%	+$71.7K	﹤0.01%	1429
2019 Q1	$204K	Sell	6,166 -89,838	-94%	-$2.89M	﹤0.01%	1465
2018 Q4	$2.75M	Buy	+96,004	New	+$3.21M	﹤0.01%	926
2016 Q3	–	Sell	-8,210	Closed	-$280K	–	1636
2016 Q2	$280K	Sell	8,210 -8,082	-50%	-$267K	﹤0.01%	1384
2016 Q1	$504K	Sell	16,292 -128	-0.8%	-$3.71K	﹤0.01%	1258
2015 Q4	$495K	Buy	16,420 +9,340	+132%	+$307K	﹤0.01%	1282
2015 Q3	$217K	Sell	7,080 -8,386	-54%	-$283K	﹤0.01%	1435
2015 Q2	$581K	Sell	15,466 -1,462	-9%	-$58K	﹤0.01%	1303
2015 Q1	$657K	Buy	16,928 +8,000	+90%	+$310K	﹤0.01%	1292
2014 Q4	$353K	Buy	8,928 +2,994	+50%	+$124K	﹤0.01%	1417
2014 Q3	$268K	Sell	5,934 -34	-0.6%	-$1.65K	﹤0.01%	1487
2014 Q2	$299K	Sell	5,968 -15,496	-72%	-$733K	﹤0.01%	1505
2014 Q1	$955K	Sell	21,464 -56	-0.3%	-$2.42K	﹤0.01%	1228
2013 Q4	$952K	Buy	21,520 +2,226	+12%	+$95.8K	﹤0.01%	1223
2013 Q3	$800K	Buy	19,294 +3,358	+21%	+$138K	﹤0.01%	1222
2013 Q2	$624K	Buy	+15,936	New	+$632K	﹤0.01%	1267

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

Neuberger Berman Group's XLE Position: Q1 2026 in Review

Neuberger Berman Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.44% in Q1 2026, buying an estimated $9.23K and bringing the position to 39,065 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Neuberger Berman Group first reported a position in XLE in Q2 2013 and has held it in 41 quarters since. The position peaked at $37.8M in Q1 2022. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Neuberger Berman Group held 39,065 shares of State Street Energy Select Sector SPDR ETF worth $2.39M as of Q1 2026.
Neuberger Berman Group bought 172 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $9.23K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1133 holding.
Neuberger Berman Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 41 quarters since.
Neuberger Berman Group's State Street Energy Select Sector SPDR ETF position peaked at $37.8M in Q1 2022.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.