Perigon Wealth Management, LLC's ownership history for XLE

Perigon Wealth Management, LLC currently holds 135.6K shares with a market value of $8.3M. It started holding XLE on 2024-09-30. At its peak, it held 135.6K shares on 2026-03-31. Its highest holding value was $8.3M on 2026-03-31. At its lowest, it held 28.0K shares on 2024-09-30, with a value of $2.5M on 2024-09-30. In the recent 180 days, Perigon Wealth Management, LLC has increased its shares by 97.0K. In the recent year, Perigon Wealth Management, LLC has increased its shares by 92.5K.