Nixon Peabody Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Nixon Peabody Trust’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	$831K	Buy	15,652 +5,000	+47%	+$286K	0.06%	107
2026 Q1	$653K	Hold	10,652	–	–	0.05%	104
2025 Q4	$476K	Buy	10,652 +302	+3%	+$13.4K	0.04%	114
2025 Q3	$462K	Sell	10,350 -1,150	-10%	-$50.3K	0.03%	114
2025 Q2	$488K	Sell	11,500 -500	-4%	-$20.8K	0.04%	112
2025 Q1	$561K	Sell	12,000 -600	-5%	-$27.1K	0.05%	107
2024 Q4	$540K	Hold	12,600	–	–	0.04%	98
2024 Q3	$553K	Buy	+12,600	New	+$563K	0.05%	92
2021 Q3	–	Sell	-13,000	Closed	-$350K	–	74
2021 Q2	$350K	Sell	13,000 -17,000	-57%	-$442K	0.13%	58
2021 Q1	$736K	Hold	30,000	–	–	0.3%	54
2020 Q4	$569K	Sell	30,000 -37,200	-55%	-$641K	0.24%	55
2020 Q3	$1.01M	Buy	67,200 +28,650	+74%	+$509K	0.46%	47
2020 Q2	$730K	Buy	38,550 +5,300	+16%	+$98.6K	0.37%	52
2020 Q1	$483K	Buy	+33,250	New	+$789K	0.3%	58
2018 Q3	–	Sell	-5,336	Closed	-$203K	–	77
2018 Q2	$203K	Buy	+5,336	New	+$198K	0.16%	73

Other funds holding XLE

FMI

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Nixon Peabody Trust's XLE Position: Q2 2026 in Review

Nixon Peabody Trust increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 47% in Q2 2026, buying an estimated $286K and bringing the position to 15,652 shares worth $831K. The position accounts for 0.06% of the portfolio, ranked #107.

Nixon Peabody Trust first reported a position in XLE in Q2 2018 and has held it in 15 quarters since. The position peaked at $1.01M in Q3 2020. 832 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Nixon Peabody Trust held 15,652 shares of State Street Energy Select Sector SPDR ETF worth $831K as of Q2 2026.
Nixon Peabody Trust bought 5,000 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $286K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Nixon Peabody Trust's portfolio in Q2 2026, its #107 holding.
Nixon Peabody Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and has held it in 15 quarters since.
Nixon Peabody Trust's State Street Energy Select Sector SPDR ETF position peaked at $1.01M in Q3 2020.
832 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Nixon Peabody Trust's 13F filing for Q2 2026, filed 27 Jul 2026.