Wellington Shields Capital Management, LLC's ownership history for XLE

Wellington Shields Capital Management, LLC currently holds 2.4K shares with a market value of $145.5K. It started holding XLE on 2024-09-30. At its peak, it held 2.4K shares on 2024-12-31. Its highest holding value was $205.3K on 2024-12-31. At its lowest, it held 1.2K shares on 2025-06-30, with a value of $98.9K on 2025-06-30. In the recent 180 days, Wellington Shields Capital Management, LLC has increased its shares by 472. In the recent year, Wellington Shields Capital Management, LLC has increased its shares by 178.