Summit Financial, LLC's ownership history for XLE

Summit Financial, LLC currently holds 152.0K shares with a market value of $9.3M. It started holding XLE on 2024-09-30. At its peak, it held 152.0K shares on 2026-03-31. Its highest holding value was $9.3M on 2026-03-31. At its lowest, it held 66.5K shares on 2025-09-30, with a value of $5.7M on 2025-12-31. In the recent 180 days, Summit Financial, LLC has increased its shares by 85.5K. In the recent year, Summit Financial, LLC has increased its shares by 69.8K.