Segment Wealth Management, LLC's ownership history for XLE

Segment Wealth Management, LLC currently holds 11.5K shares with a market value of $704.5K. It started holding XLE on 2024-09-30. At its peak, it held 52.3K shares on 2024-09-30. Its highest holding value was $4.6M on 2024-09-30. At its lowest, it held 11.5K shares on 2026-03-31, with a value of $704.5K on 2026-03-31. In the recent 180 days, Segment Wealth Management, LLC has decreased its shares by 40.8K.