Cadence Wealth Management LLC's ownership history for XLE

Cadence Wealth Management LLC currently holds 170.8K shares with a market value of $10.5M. It started holding XLE on 2024-09-30. At its peak, it held 170.8K shares on 2026-03-31. Its highest holding value was $10.5M on 2026-03-31. At its lowest, it held 75.6K shares on 2024-09-30, with a value of $6.6M on 2024-12-31. In the recent 180 days, Cadence Wealth Management LLC has increased its shares by 84.2K. In the recent year, Cadence Wealth Management LLC has increased its shares by 92.6K.