Heritage Trust Co's ownership history for XLE

Heritage Trust Co currently holds 6.2K shares with a market value of $275.9K. It started holding XLE on 2024-12-31. At its peak, it held 6.2K shares on 2025-12-31. Its highest holding value was $291.2K on 2024-12-31. At its lowest, it held 3.0K shares on 2025-03-31, with a value of $254.4K on 2025-06-30. In the recent 180 days, Heritage Trust Co has increased its shares by 3.2K. In the recent year, Heritage Trust Co has increased its shares by 2.8K.