Fourth Dimension Wealth, LLC XLU — SELECT UTILITIES

Ownership history in Fourth Dimension Wealth, LLC  ·  6 quarters on record

AI Ownership Summary

Fourth Dimension Wealth, LLC reported SELECT UTILITIES (XLU) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.52% in 2024 Q4. The latest visible filing shows XLU at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XLU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fourth Dimension Wealth, LLC's position in SELECT UTILITIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XLU was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLU stock page Fourth Dimension Wealth, LLC fund profile Fourth Dimension Wealth, LLC full holdings
How Fourth Dimension Wealth, LLC held XLU — position size vs. price
% of Fund (quarterly)    XLU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 28,415 +105 +0.4% 0.49% $1.3M 2026-05-11 $45.14
2025 Q4 ADDED — — — 28,310 +14,138 +99.8% 0.44% $1.2M 2026-02-04 $42.78
2025 Q3 ADDED — — — 14,172 +473 +3.5% 0.47% $1.2M 2025-11-04 $43.78
2025 Q2 ADDED — — — 13,699 +688 +5.3% 0.47% $1.1M 2025-08-05 $42.29
2025 Q1 REDUCED — — — 13,011 -114 -0.9% 0.50% $1.0M 2025-04-23 $38.08
2024 Q4 INITIATED — — — 13,125 — — 0.52% $994K 2025-02-18 $38.54

🏢 Other funds also holding XLU

As of 2026 Q1 — sorted by position size

Laura & John Arnold Foundation 44.9% CABANA LLC 3Y 7Y 11.9% University of Illinois Foundation 11.17% Savior LLC 3Y 7.71% FINANCIAL DISCOVERY GROUP INC 7.03% Algorithmic Investment Models, LLC 3Y 6.68% Lalia Capital, LLC 6.44% Waycross Investment Management Co 3Y 6.2% Madison Park Capital Advisors, LLC 6.08% Moss Adams Wealth Advisors LLC 6.03%

FAQ About Fourth Dimension Wealth, LLC and XLU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fourth Dimension Wealth, LLC reported owning XLU?

Fourth Dimension Wealth, LLC reported XLU across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported XLU position in Fourth Dimension Wealth, LLC's portfolio?

The largest reported portfolio weight for XLU was 0.52% in 2024 Q4.

What is the latest reported XLU position on this page?

The most recent filing on this page is 2026 Q1, when Fourth Dimension Wealth, LLC reported 28,415 shares, equal to 0.49% of portfolio, with an estimated market value of $1.3M.

What does the chart on this XLU ownership page compare?

The chart compares Fourth Dimension Wealth, LLC's quarterly XLU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Fourth Dimension Wealth, LLC time their XLU position?

Based on 13F filing dates vs. subsequent XLU price moves, Fourth Dimension Wealth, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on XLU relative to SPY over the holding period was -3.7%.

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