GRIMES & Co WEALTH MANAGEMENT, LLC's ownership history for XLE

GRIMES & Co WEALTH MANAGEMENT, LLC currently holds 388.8K shares with a market value of $23.8M. It started holding XLE on 2024-09-30. At its peak, it held 728.7K shares on 2025-12-31. Its highest holding value was $32.6M on 2025-12-31. At its lowest, it held 178.1K shares on 2025-06-30, with a value of $15.1M on 2025-06-30. In the recent 180 days, GRIMES & Co WEALTH MANAGEMENT, LLC has increased its shares by 30.1K. In the recent year, GRIMES & Co WEALTH MANAGEMENT, LLC has increased its shares by 100.5K.