Plan Group Financial, LLC's ownership history for XLE

Plan Group Financial, LLC currently holds 56.7K shares with a market value of $3.5M. It started holding XLE on 2025-06-30. At its peak, it held 56.7K shares on 2026-03-31. Its highest holding value was $3.5M on 2026-03-31. At its lowest, it held 10.8K shares on 2025-09-30, with a value of $923.7K on 2025-06-30. In the recent 180 days, Plan Group Financial, LLC has increased its shares by 45.8K.