Question 1

Does NewEdge Wealth own XLE stock?

Accepted Answer

Yes. As of its Q2 2026 13F, NewEdge Wealth holds 52,488 shares of XLE, worth $2.8M.

Question 2

How many shares of XLE does NewEdge Wealth own?

Accepted Answer

As of its Q2 2026 13F, NewEdge Wealth holds 52,488 shares of XLE.

Question 3

What is NewEdge Wealth's XLE position worth?

Accepted Answer

As of its Q2 2026 13F, NewEdge Wealth's XLE position is worth $2.8M.

Question 4

Is NewEdge Wealth buying or selling XLE?

Accepted Answer

In Q2 2026, NewEdge Wealth increased its XLE position by 22,556 shares (+75.4%).

Question 5

When did NewEdge Wealth first buy XLE?

Accepted Answer

NewEdge Wealth already held XLE in its Q4 2020 13F, the earliest on record, and has listed it in 23 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	52,488	+75.4%	$2.8M	0.0%	$52.80	40
2026-Q1	Increased	29,932	+27.3%	$1.8M	0.0%	$60.46	32
2025-Q4	Decreased	23,508	-12.7%	$1.1M	0.0%	$43.84	0
2025-Q3	Decreased	13,463	-64.8%	$1.2M	0.0%	$43.43	0
2025-Q2	Decreased	38,289	-17.2%	$3.2M	0.1%	$40.88	0
2025-Q1	Decreased	46,264	-23.1%	$4.3M	0.1%	$44.68	0
2024-Q4	Decreased	60,159	-8.5%	$5.2M	0.1%	$40.64	0
2024-Q3	Increased	65,719	+55.3%	$5.8M	0.1%	$41.55	46