Edge Wealth Management LLC's ownership history for XLE

Edge Wealth Management LLC currently holds 22.3K shares with a market value of $998.6K. It started holding XLE on 2024-09-30. At its peak, it held 22.3K shares on 2025-12-31. Its highest holding value was $1.2M on 2024-12-31. At its lowest, it held 6.9K shares on 2024-09-30, with a value of $608.6K on 2024-09-30. In the recent 180 days, Edge Wealth Management LLC has increased its shares by 10.1K. In the recent year, Edge Wealth Management LLC has increased its shares by 8.7K.