Kovitz Investment Group Partners, LLC's ownership history for XLU

Kovitz Investment Group Partners, LLC currently holds 210.2K shares with a market value of $18.3M. It started holding XLU on 2024-09-30. At its peak, it held 210.2K shares on 2025-09-30. Its highest holding value was $18.3M on 2025-09-30. At its lowest, it held 12.6K shares on 2024-12-31, with a value of $956.4K on 2024-12-31. In the recent 180 days, Kovitz Investment Group Partners, LLC has increased its shares by 95.6K. In the recent year, Kovitz Investment Group Partners, LLC has increased its shares by 98.5K.