Dakota Wealth Management's ownership history for XLE

Dakota Wealth Management currently holds 264.6K shares with a market value of $16.2M. It started holding XLE on 2024-09-30. At its peak, it held 264.6K shares on 2026-03-31. Its highest holding value was $16.2M on 2026-03-31. At its lowest, it held 121.5K shares on 2025-09-30, with a value of $10.9M on 2025-09-30. In the recent 180 days, Dakota Wealth Management has increased its shares by 143.2K. In the recent year, Dakota Wealth Management has increased its shares by 113.7K.