A detailed history of Concord Investment Counsel Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Concord Investment Counsel Inc. holds 92,431 shares of XLE stock, worth $8.51 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
92,431
Previous 103,043 10.3%
Holding current value
$8.51 Million
Previous $9.73 Billion 15.12%
% of portfolio
2.62%
Previous 3.51%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$84.25 - $91.99 $894,061 - $976,197
-10,612 Reduced 10.3%
92,431 $8.26 Billion
Q1 2024

May 06, 2024

BUY
$79.91 - $94.41 $8.23 Million - $9.73 Million
103,043 New
103,043 $9.73 Billion

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Concord Investment Counsel Inc. Portfolio

Follow Concord Investment Counsel Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Investment Counsel Inc., based on Form 13F filings with the SEC.

News

Stay updated on Concord Investment Counsel Inc. with notifications on news.