Perigon Wealth Management, LLC's ownership history for XLE

Perigon Wealth Management, LLC currently holds 73.2K shares with a market value of $3.3M. It started holding XLE on 2024-09-30. At its peak, it held 73.2K shares on 2025-12-31. Its highest holding value was $5.3M on 2024-12-31. At its lowest, it held 28.0K shares on 2024-09-30, with a value of $2.5M on 2024-09-30. In the recent 180 days, Perigon Wealth Management, LLC has increased its shares by 33.7K. In the recent year, Perigon Wealth Management, LLC has increased its shares by 16.2K.