Capital Analysts, LLC's ownership history for XLE

Capital Analysts, LLC currently holds 28.8K shares with a market value of $1.8K. It started holding XLE on 2024-09-30. At its peak, it held 248.3K shares on 2025-03-31. Its highest holding value was $23.2K on 2025-03-31. At its lowest, it held 11.6K shares on 2025-09-30, with a value of $1.0K on 2025-09-30. In the recent 180 days, Capital Analysts, LLC has increased its shares by 17.2K. In the recent year, Capital Analysts, LLC has decreased its shares by 219.5K.