CAPTRUST FINANCIAL ADVISORS's ownership history for XLE


CAPTRUST FINANCIAL ADVISORS currently holds 258.3K shares with a market value of $11.6M. It started holding XLE on 2024-09-30. At its peak, it held 258.3K shares on 2025-12-31. Its highest holding value was $20.0M on 2024-09-30. At its lowest, it held 146.3K shares on 2025-09-30, with a value of $11.6M on 2025-12-31. In the recent 180 days, CAPTRUST FINANCIAL ADVISORS has increased its shares by 86.7K. In the recent year, CAPTRUST FINANCIAL ADVISORS has increased its shares by 43.6K.


CAPTRUST FINANCIAL ADVISORS's ownership history for XLE