CAPTRUST FINANCIAL ADVISORS's ownership history for XLE


CAPTRUST FINANCIAL ADVISORS currently holds 146.3K shares with a market value of $13.1M. It started holding XLE on 2024-09-30. At its peak, it held 227.5K shares on 2024-09-30. Its highest holding value was $20.0M on 2024-09-30. At its lowest, it held 146.3K shares on 2025-09-30, with a value of $13.1M on 2025-09-30. In the recent 180 days, CAPTRUST FINANCIAL ADVISORS has decreased its shares by 51.5K. In the recent year, CAPTRUST FINANCIAL ADVISORS has decreased its shares by 81.2K.


CAPTRUST FINANCIAL ADVISORS's ownership history for XLE