13FPulse
XL

XLE SS ENERGY SELECT SECTOR

2026Q2 · CUSIP 81369Y506 · Sector: Other

Funds left

Funds are exiting, but the price is holding

Funds that own it
1,982
Institutions that reported holding it to the SEC
Net decrease in holders
111
Last quarter 2,093 → now 1,982
How unusual is that
Bottom 20%
Stronger than only 0.6% of US stocks
What the filings say, in one paragraph

1,982 funds held XLE at the end of 2026Q2, down 111 from the quarter before. Buying has faded, though the price is holding up. XLE has had 28 buying rushes in its history. It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=372 2013Q4: holders=410 2014Q1: holders=411 2014Q2: holders=447 2014Q3: holders=420 2014Q4: holders=526 2015Q1: holders=536 2015Q2: holders=535 2015Q3: holders=544 2015Q4: holders=595 2016Q1: holders=596 2016Q2: holders=619 2016Q3: holders=641 2016Q4: holders=725 2017Q1: holders=716 2017Q2: holders=691 2017Q3: holders=696 2017Q4: holders=817 2018Q1: holders=803 2018Q2: holders=845 2018Q3: holders=835 2018Q4: holders=868 2019Q1: holders=841 2019Q2: holders=779 2019Q3: holders=743 2019Q4: holders=862 2020Q1: holders=729 2020Q2: holders=791 2020Q3: holders=737 2020Q4: holders=950 2021Q1: holders=1108 2021Q2: holders=1229 2021Q3: holders=1200 2021Q4: holders=1361 2022Q1: holders=1521 2022Q2: holders=1561 2022Q3: holders=1530 2022Q4: holders=1692 2023Q1: holders=1634 2023Q2: holders=1596 2023Q3: holders=1690 2023Q4: holders=1756 2024Q1: holders=1790 2024Q2: holders=1786 2024Q3: holders=1733 2024Q4: holders=1867 2025Q1: holders=1818 2025Q2: holders=1726 2025Q3: holders=1722 2025Q4: holders=1843 2026Q1: holders=2093 2026Q2: holders=1982 -250 -125 +0 +125 +250 33412662198 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 28 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 1% in the market
2025Q4 Top 5%
2024Q4 Top 5%
2024Q1 Top 10%
2023Q4 Top 10%
2023Q3 Top 1% in the market
2022Q4 Top 1% in the market
2022Q2 Top 5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
203
Change in large funds
+11
Total value they hold
$24.1B
Funds buying for the first time
168
Funds that sold out entirely
279
Price change that quarter
Funds holding puts (bearish)
55
Funds holding calls (bullish)
66

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.