Waverly Advisors, LLC's ownership history for XLE

Waverly Advisors, LLC currently holds 211.4K shares with a market value of $9.5M. It started holding XLE on 2024-12-31. At its peak, it held 211.4K shares on 2025-12-31. Its highest holding value was $9.5M on 2025-12-31. At its lowest, it held 23.6K shares on 2025-03-31, with a value of $2.1M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 149.3K. In the recent year, Waverly Advisors, LLC has increased its shares by 187.0K.