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Energy Select Sector SPDR shares owned by Nvest Wealth Strategies

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Nvest Wealth Strategies from 13F filings

Historical chart of Nvest Wealth Strategies investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Nvest Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Nvest Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $11k 244 44.75