Roundview Capital LLC's ownership history for XLE

Roundview Capital LLC currently holds 105.4K shares with a market value of $4.7M. It started holding XLE on 2024-09-30. At its peak, it held 105.4K shares on 2025-12-31. Its highest holding value was $5.4M on 2025-03-31. At its lowest, it held 54.0K shares on 2025-09-30, with a value of $4.6M on 2025-06-30. In the recent 180 days, Roundview Capital LLC has increased its shares by 50.8K. In the recent year, Roundview Capital LLC has increased its shares by 48.0K.