Berger Financial Group, Inc's ownership history for XLE

Berger Financial Group, Inc currently holds 12.3K shares with a market value of $549.2K. It started holding XLE on 2024-09-30. At its peak, it held 12.3K shares on 2025-12-31. Its highest holding value was $657.8K on 2025-03-31. At its lowest, it held 6.4K shares on 2025-09-30, with a value of $549.2K on 2025-12-31. In the recent 180 days, Berger Financial Group, Inc has increased its shares by 5.7K. In the recent year, Berger Financial Group, Inc has increased its shares by 5.0K.

It has also owned 24 contracts of calls, with the market value of the underlying securities totaling $107.3K on 2025-12-31. At its peak, it held 24 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $107.3K on 2025-12-31. At its lowest, it held 24 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $107.3K on 2025-12-31.