MERITAGE PORTFOLIO MANAGEMENT's ownership history for XLU

MERITAGE PORTFOLIO MANAGEMENT currently holds 180.8K shares with a market value of $7.7M. It started holding XLU on 2024-09-30. At its peak, it held 180.8K shares on 2025-12-31. Its highest holding value was $8.2M on 2025-06-30. At its lowest, it held 92.7K shares on 2025-09-30, with a value of $8.5K on 2024-09-30. In the recent 180 days, MERITAGE PORTFOLIO MANAGEMENT has increased its shares by 79.9K. In the recent year, MERITAGE PORTFOLIO MANAGEMENT has increased its shares by 77.9K.