Perigon Wealth Management, LLC's ownership history for XLU
Perigon Wealth Management, LLC currently holds 196.0K shares with a market value of $9.0M. It started holding XLU on 2024-09-30. At its peak, it held 196.0K shares on 2026-03-31. 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 increased its shares by 87.2K. In the recent year, Perigon Wealth Management, LLC has increased its shares by 122.0K.
Perigon Wealth Management, LLC's ownership history for XLU