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XLEXLE
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Position history for AIAllen Investment Management, LLC's holdings in ENERGY SELECT SECTOR SPDR

Allen Investment Management, LLC holds 2.9M shares of XLE (ENERGY SELECT SECTOR SPDR), worth $154.1M as of 2026-Q2. The position was increased (+22.6% shares). XLE represents 1.8% of Allen Investment Management, LLC's portfolio.

Current Value

$154.1M

Current Shares

2.9M

Total Value Change

+$140.4M

Total Shares Change

+2.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.9M
+22.6%
$154.1M1.8%$53.11
58
2026-Q1
Increased
2.4M
+11.0%
$144.9M1.8%$60.82
53
2025-Q4
Increased
2.1M
+116.5%
$95.3M1.1%$44.10
76
2025-Q3
Increased
984,213
+16.4%
$87.9M1.0%$43.69
49
2025-Q2
Increased
845,147
+1.9%
$71.7M0.8%$41.12
42
2025-Q1
Increased
829,570
+135.4%
$77.5M0.9%$44.95
68
2024-Q4
Increased
352,378
+126.2%
$30.2M0.3%$40.88
56
2024-Q3
Increased
155,787
+20.2%
$13.7M0.2%$41.55
40

Other major holders of XLE: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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