Pinnacle Wealth Planning Services, Inc.'s ownership history for XLE


Pinnacle Wealth Planning Services, Inc. currently holds 34.2K shares with a market value of $1.5M. It started holding XLE on 2024-09-30. At its peak, it held 34.2K shares on 2025-12-31. Its highest holding value was $1.6M on 2025-03-31. At its lowest, it held 7.0K shares on 2024-09-30, with a value of $612.2K on 2024-09-30. In the recent 180 days, Pinnacle Wealth Planning Services, Inc. has increased its shares by 16.8K. In the recent year, Pinnacle Wealth Planning Services, Inc. has increased its shares by 18.1K.


Pinnacle Wealth Planning Services, Inc.'s ownership history for XLE