Kagan Cocozza Asset Management's ownership history for XLU

Kagan Cocozza Asset Management currently holds 3.6K shares with a market value of $311.9K. It started holding XLU on 2024-12-31. At its peak, it held 3.8K shares on 2024-12-31. Its highest holding value was $311.9K on 2025-09-30. At its lowest, it held 3.6K shares on 2025-09-30, with a value of $289.5K on 2024-12-31. In the recent 180 days, Kagan Cocozza Asset Management has decreased its shares by 232.