Ulland Investment Advisors, LLC's ownership history for XLE

Ulland Investment Advisors, LLC currently holds 8.1K shares with a market value of $497. It started holding XLE on 2024-09-30. At its peak, it held 8.6K shares on 2025-12-31. Its highest holding value was $497 on 2026-03-31. At its lowest, it held 4.3K shares on 2025-09-30, with a value of $369 on 2025-06-30. In the recent 180 days, Ulland Investment Advisors, LLC has increased its shares by 3.8K. In the recent year, Ulland Investment Advisors, LLC has increased its shares by 3.2K.