W.G. Shaheen & Associates DBA Whitney & Co's ownership history for XLE

W.G. Shaheen & Associates DBA Whitney & Co currently holds 411.0K shares with a market value of $25.2M. It started holding XLE on 2024-09-30. At its peak, it held 411.0K shares on 2026-03-31. Its highest holding value was $25.2M on 2026-03-31. At its lowest, it held 198.8K shares on 2024-09-30, with a value of $17.2M on 2024-12-31. In the recent 180 days, W.G. Shaheen & Associates DBA Whitney & Co has increased its shares by 206.8K. In the recent year, W.G. Shaheen & Associates DBA Whitney & Co has increased its shares by 206.9K.