NAPLES GLOBAL ADVISORS, LLC's ownership history for XLE


NAPLES GLOBAL ADVISORS, LLC currently holds 11.6K shares with a market value of $517.7K. It started holding XLE on 2024-09-30. At its peak, it held 11.6K shares on 2025-12-31. Its highest holding value was $556.0K on 2025-03-31. At its lowest, it held 5.8K shares on 2025-09-30, with a value of $504.6K on 2025-06-30. In the recent 180 days, NAPLES GLOBAL ADVISORS, LLC has increased its shares by 5.6K. In the recent year, NAPLES GLOBAL ADVISORS, LLC has increased its shares by 5.6K.


NAPLES GLOBAL ADVISORS, LLC's ownership history for XLE