Perigon Wealth Management, LLC's ownership history for XLU

Perigon Wealth Management, LLC currently holds 52.5K shares with a market value of $2.2M. It started holding XLU on 2024-09-30. At its peak, it held 108.8K shares on 2025-09-30. Its highest holding value was $9.5M on 2025-09-30. At its lowest, it held 24.6K shares on 2024-12-31, with a value of $1.9M on 2024-12-31. In the recent 180 days, Perigon Wealth Management, LLC has decreased its shares by 1.9K. In the recent year, Perigon Wealth Management, LLC has increased its shares by 27.8K.