APPLETON PARTNERS INC/MA's ownership history for XLE

APPLETON PARTNERS INC/MA currently holds 520.2K shares with a market value of $31.9K. It started holding XLE on 2024-09-30. At its peak, it held 543.5K shares on 2025-12-31. Its highest holding value was $31.9K on 2026-03-31. At its lowest, it held 253.5K shares on 2024-09-30, with a value of $22.0K on 2024-12-31. In the recent 180 days, APPLETON PARTNERS INC/MA has increased its shares by 249.9K. In the recent year, APPLETON PARTNERS INC/MA has increased its shares by 247.2K.