United Asset Strategies, Inc.'s ownership history for XLE

United Asset Strategies, Inc. currently holds 33.7K shares with a market value of $2.1M. It started holding XLE on 2024-09-30. At its peak, it held 40.0K shares on 2025-12-31. Its highest holding value was $2.6M on 2024-12-31. At its lowest, it held 12.3K shares on 2025-09-30, with a value of $1.1M on 2025-09-30. In the recent 180 days, United Asset Strategies, Inc. has increased its shares by 21.4K. In the recent year, United Asset Strategies, Inc. has increased its shares by 11.0K.