Wellington Shields & Co., LLC's ownership history for XLE

Wellington Shields & Co., LLC currently holds 1.9K shares with a market value of $116.4K. It started holding XLE on 2024-09-30. At its peak, it held 4.7K shares on 2024-09-30. Its highest holding value was $412.7K on 2024-09-30. At its lowest, it held 1.9K shares on 2025-06-30, with a value of $116.4K on 2026-03-31. In the recent 180 days, Wellington Shields & Co., LLC has decreased its shares by 1.4K. In the recent year, Wellington Shields & Co., LLC has decreased its shares by 2.8K.