Summit Financial, LLC's ownership history for XLE

Summit Financial, LLC currently holds 66.5K shares with a market value of $5.9M. It started holding XLE on 2024-09-30. At its peak, it held 99.0K shares on 2025-06-30. Its highest holding value was $8.4M on 2025-06-30. At its lowest, it held 66.5K shares on 2025-09-30, with a value of $5.9M on 2024-12-31. In the recent 180 days, Summit Financial, LLC has decreased its shares by 15.7K. In the recent year, Summit Financial, LLC has decreased its shares by 3.6K.