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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
2025
Q1 		– Sell
-100,000
Closed -$4.28M – 69
2024
Q4 		$4.28M Buy
+100,000
New +$4.54M 0.28% 39

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 1,664 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.
  • 1,664 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.