EP Wealth Advisors, LLC's ownership history for XLE

EP Wealth Advisors, LLC currently holds 1.2M shares with a market value of $51.8M. It started holding XLE on 2024-09-30. At its peak, it held 1.2M shares on 2025-12-31. Its highest holding value was $52.8M on 2025-03-31. At its lowest, it held 555.1K shares on 2024-09-30, with a value of $48.0M on 2024-12-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 593.1K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 602.8K.