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NXG Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

NXG 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
2023
Q1 		– Sell
-48,000
Closed -$2.1M – 80
2022
Q4 		$2.1M Buy
+48,000
New +$2.09M 0.2% 48

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
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

NXG Investment Management's XLE Position: Q1 2023 in Review

NXG Investment Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 48,000 shares — an estimated $2.1M sold.

NXG Investment Management first reported a position in XLE in Q4 2022 and held it in 1 quarter. The position peaked at $2.1M in Q4 2022. 1,663 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

  • NXG Investment Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • NXG Investment Management sold 48,000 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $2.1M.
  • NXG Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • NXG Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $2.1M in Q4 2022.
  • 1,663 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.

Based on NXG Investment Management's 13F filing for Q1 2023, filed 15 May 2023.