MEANS INVESTMENT CO., INC.'s ownership history for XLE

MEANS INVESTMENT CO., INC. currently holds 5.7K shares with a market value of $351.6K. It started holding XLE on 2024-09-30. At its peak, it held 5.7K shares on 2026-03-31. Its highest holding value was $351.6K on 2026-03-31. At its lowest, it held 2.9K shares on 2025-06-30, with a value of $241.9K on 2025-06-30. In the recent 180 days, MEANS INVESTMENT CO., INC. has increased its shares by 2.9K. In the recent year, MEANS INVESTMENT CO., INC. has increased its shares by 2.5K.

It has also owned 37 contracts of calls, with the market value of the underlying securities totaling $226.7K on 2026-03-31. At its peak, it held 37 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $226.7K on 2026-03-31. At its lowest, it held 37 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $226.7K on 2026-03-31.