Trek Financial, LLC's ownership history for XLE

Trek Financial, LLC currently holds 105.2K shares with a market value of $4.7M. It started holding XLE on 2024-12-31. At its peak, it held 138.9K shares on 2025-03-31. Its highest holding value was $13.0M on 2025-03-31. At its lowest, it held 55.5K shares on 2025-09-30, with a value of $4.7M on 2025-12-31. In the recent 180 days, Trek Financial, LLC has increased its shares by 45.0K. In the recent year, Trek Financial, LLC has increased its shares by 24.6K.