Worth Asset Management, LLC's ownership history for XLE

Worth Asset Management, LLC currently holds 42.7K shares with a market value of $1.9M. It started holding XLE on 2024-12-31. At its peak, it held 42.7K shares on 2025-12-31. Its highest holding value was $1.9M on 2025-12-31. At its lowest, it held 9.5K shares on 2024-12-31, with a value of $810.2K on 2024-12-31. In the recent 180 days, Worth Asset Management, LLC has increased its shares by 33.2K.