Peak Retirement Planning, Inc.'s ownership history for XLE

Peak Retirement Planning, Inc. currently holds 262.7K shares with a market value of $16.1M. It started holding XLE on 2025-12-31. At its peak, it held 262.7K shares on 2026-03-31. Its highest holding value was $16.1M on 2026-03-31. At its lowest, it held 236.2K shares on 2025-12-31, with a value of $10.6M on 2025-12-31.