BRADLEY FOSTER & SARGENT INC/CT's ownership history for XLE

BRADLEY FOSTER & SARGENT INC/CT currently holds 10.0K shares with a market value of $893.5K. It started holding XLE on 2024-09-30. At its peak, it held 11.3K shares on 2024-09-30. Its highest holding value was $999.7K on 2025-03-31. At its lowest, it held 10.0K shares on 2025-09-30, with a value of $852.5K on 2025-06-30. In the recent 180 days, BRADLEY FOSTER & SARGENT INC/CT has decreased its shares by 696. In the recent year, BRADLEY FOSTER & SARGENT INC/CT has decreased its shares by 1.3K.