Robertson Stephens Wealth Management, LLC's ownership history for XLE

Robertson Stephens Wealth Management, LLC currently holds 29.0K shares with a market value of $2.6M. It started holding XLE on 2024-09-30. At its peak, it held 85.9K shares on 2024-12-31. Its highest holding value was $7.4M on 2024-12-31. At its lowest, it held 29.0K shares on 2025-09-30, with a value of $2.6M on 2025-09-30. In the recent 180 days, Robertson Stephens Wealth Management, LLC has decreased its shares by 5.2K. In the recent year, Robertson Stephens Wealth Management, LLC has decreased its shares by 6.9K.