XLE β€” ENERGY SELECT SECTOR SPDR ETF

Ownership history in Hardin Capital Partners, LLC  Β·  8 quarters on record

AI Ownership Summary

Hardin Capital Partners, LLC reported ENERGY SELECT SECTOR SPDR ETF (XLE) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.62% in 2024 Q2. The latest visible filing shows XLE at 1.48% 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 XLE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hardin Capital Partners, LLC's position in ENERGY SELECT SECTOR SPDR ETF, 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

XLE was reported at 1.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.62% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 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.

How Hardin Capital Partners, LLC held XLE β€” position size vs. price
% of Fund (quarterly)    XLE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 52,204 -195 -0.4% 1.48% $3.2M 2026-04-08 $58.05
2025 Q4 ADDED 52,399 +26,687 +103.8% 1.11% $2.3M 2026-01-09 $46.37
2025 Q3 ADDED 25,712 +121 +0.5% 1.23% $2.3M 2025-10-07 $44.08
2025 Q2 ADDED 25,591 +134 +0.5% 1.28% $2.2M 2025-07-09 $43.01
2025 Q1 ADDED 25,457 +68 +0.3% 1.46% $2.4M 2025-04-09 $39.90
2024 Q4 ADDED 25,389 +46 +0.2% 1.31% $2.2M 2025-02-12 $42.80
2024 Q3 REDUCED 25,343 -1,861 -6.8% 1.31% $2.3M 2024-10-18 $43.06
2024 Q2 INITIATED 27,204 β€” β€” 1.62% $2.5M 2024-08-08 $42.18

FAQ About Hardin Capital Partners, LLC and XLE

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

How long has Hardin Capital Partners, LLC reported owning XLE?

Hardin Capital Partners, LLC reported XLE across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported XLE position in Hardin Capital Partners, LLC's portfolio?

The largest reported portfolio weight for XLE was 1.62% in 2024 Q2.

What is the latest reported XLE position on this page?

The most recent filing on this page is 2026 Q1, when Hardin Capital Partners, LLC reported 52,204 shares, equal to 1.48% of portfolio, with an estimated market value of $3.2M.

What does the chart on this XLE ownership page compare?

The chart compares Hardin Capital Partners, LLC's quarterly XLE 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.

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