Steward Partners Investment Advisory, LLC's ownership history for XLE

Steward Partners Investment Advisory, LLC currently holds 1.5M shares with a market value of $93.3M. It started holding XLE on 2024-12-31. At its peak, it held 1.5M shares on 2026-03-31. Its highest holding value was $93.3M on 2026-03-31. At its lowest, it held 204.3K shares on 2025-06-30, with a value of $17.3M on 2025-06-30. In the recent 180 days, Steward Partners Investment Advisory, LLC has increased its shares by 977.5K. In the recent year, Steward Partners Investment Advisory, LLC has increased its shares by 1.3M.