Venturi Wealth Management, LLC's ownership history for XLE

Venturi Wealth Management, LLC currently holds 18.4K shares with a market value of $1.6M. It started holding XLE on 2024-09-30. At its peak, it held 24.1K shares on 2024-09-30. Its highest holding value was $2.1M on 2024-09-30. At its lowest, it held 15.1K shares on 2025-06-30, with a value of $1.3M on 2025-06-30. In the recent 180 days, Venturi Wealth Management, LLC has increased its shares by 550.