Evercore Wealth Management, LLC's ownership history for XLE

Evercore Wealth Management, LLC currently holds 33.6K shares with a market value of $1.5M. It started holding XLE on 2024-09-30. At its peak, it held 33.6K shares on 2025-12-31. Its highest holding value was $1.7M on 2024-09-30. At its lowest, it held 13.7K shares on 2024-12-31, with a value of $1.2M on 2024-12-31. In the recent 180 days, Evercore Wealth Management, LLC has increased its shares by 19.4K. In the recent year, Evercore Wealth Management, LLC has increased its shares by 19.9K.