Perennial Investment Advisors, LLC's ownership history for XLE

Perennial Investment Advisors, LLC currently holds 31.8K shares with a market value of $1.9M. It started holding XLE on 2024-09-30. At its peak, it held 33.3K shares on 2025-12-31. Its highest holding value was $1.9M on 2026-03-31. At its lowest, it held 14.0K shares on 2024-09-30, with a value of $1.2M on 2024-09-30. In the recent 180 days, Perennial Investment Advisors, LLC has increased its shares by 15.6K. In the recent year, Perennial Investment Advisors, LLC has increased its shares by 16.1K.

It has also owned 1 contracts of calls, with the market value of the underlying securities totaling $8.5K on 2025-06-30. At its peak, it held 1 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $8.5K on 2025-06-30. At its lowest, it held 1 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $8.5K on 2025-06-30.