Stonegate Investment Group, LLC's ownership history for XLE

Stonegate Investment Group, LLC currently holds 4.6K shares with a market value of $408.8K. It started holding XLE on 2025-06-30. At its peak, it held 7.0K shares on 2025-06-30. Its highest holding value was $593.7K on 2025-06-30. At its lowest, it held 4.6K shares on 2025-09-30, with a value of $408.8K on 2025-09-30.