Mascagni Wealth Management, Inc.'s ownership history for XLE

Mascagni Wealth Management, Inc. currently holds 10.3K shares with a market value of $630.8K. It started holding XLE on 2024-12-31. At its peak, it held 10.3K shares on 2026-03-31. Its highest holding value was $630.8K on 2026-03-31. At its lowest, it held 5.2K shares on 2025-09-30, with a value of $446.4K on 2025-06-30. In the recent 180 days, Mascagni Wealth Management, Inc. has increased its shares by 5.1K. In the recent year, Mascagni Wealth Management, Inc. has increased its shares by 4.1K.