Stack Financial Management, Inc's ownership history for XLE

Stack Financial Management, Inc currently holds 2.5K shares with a market value of $227.6K. It started holding XLE on 2024-09-30. At its peak, it held 2.5K shares on 2025-09-30. Its highest holding value was $227.6K on 2025-09-30. At its lowest, it held 2.3K shares on 2024-09-30, with a value of $201.2K on 2024-09-30. In the recent 180 days, Stack Financial Management, Inc has increased its shares by 114.