Baron Financial Group, LLC's ownership history for XLU

Baron Financial Group, LLC currently holds 14.9K shares with a market value of $682.8K. It started holding XLU on 2025-12-31. At its peak, it held 14.9K shares on 2026-03-31. Its highest holding value was $682.8K on 2026-03-31. At its lowest, it held 9.3K shares on 2025-12-31, with a value of $397.2K on 2025-12-31.