Cadence Wealth Management LLC's ownership history for XLE

Cadence Wealth Management LLC currently holds 169.2K shares with a market value of $7.6M. It started holding XLE on 2024-09-30. At its peak, it held 169.2K shares on 2025-12-31. Its highest holding value was $7.7M on 2025-09-30. At its lowest, it held 75.6K shares on 2024-09-30, with a value of $6.6M on 2024-12-31. In the recent 180 days, Cadence Wealth Management LLC has increased its shares by 86.5K. In the recent year, Cadence Wealth Management LLC has increased its shares by 91.9K.