CAPTRUST FINANCIAL ADVISORS's ownership history for XLE

CAPTRUST FINANCIAL ADVISORS currently holds 526.7K shares with a market value of $32.3M. It started holding XLE on 2024-09-30. At its peak, it held 526.7K shares on 2026-03-31. Its highest holding value was $32.3M on 2026-03-31. 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 380.3K. In the recent year, CAPTRUST FINANCIAL ADVISORS has increased its shares by 328.8K.