Pinnacle Wealth Planning Services, Inc.'s ownership history for XLE

Pinnacle Wealth Planning Services, Inc. currently holds 17.6K shares with a market value of $1.6M. It started holding XLE on 2024-09-30. At its peak, it held 17.6K shares on 2025-09-30. Its highest holding value was $1.6M on 2025-03-31. At its lowest, it held 7.0K shares on 2024-09-30, with a value of $612.2K on 2024-09-30. In the recent 180 days, Pinnacle Wealth Planning Services, Inc. has increased its shares by 174. In the recent year, Pinnacle Wealth Planning Services, Inc. has increased its shares by 10.6K.