Partnership Wealth Management, LLC's ownership history for XLE

Partnership Wealth Management, LLC currently holds 35.8K shares with a market value of $1.6M. It started holding XLE on 2024-12-31. At its peak, it held 35.8K shares on 2025-12-31. Its highest holding value was $1.6M on 2025-12-31. At its lowest, it held 15.4K shares on 2024-12-31, with a value of $1.3M on 2024-12-31. In the recent 180 days, Partnership Wealth Management, LLC has increased its shares by 20.1K. In the recent year, Partnership Wealth Management, LLC has increased its shares by 20.3K.