Heritage Wealth Advisors's ownership history for XLE

Heritage Wealth Advisors currently holds 26.3K shares with a market value of $1.6M. It started holding XLE on 2025-12-31. At its peak, it held 29.6K shares on 2025-12-31. Its highest holding value was $1.6M on 2026-03-31. At its lowest, it held 26.3K shares on 2026-03-31, with a value of $1.3M on 2025-12-31.