Lowe Wealth Advisors, LLC XLE Holdings History
Lowe Wealth Advisors, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-06-30, Lowe Wealth Advisors, LLC held 7,995.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $678,010.00. This investment constitutes 0.26% of their stock portfolio, and Lowe Wealth Advisors, LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2015Q1. And since then Lowe Wealth Advisors, LLC has made 19 purchases of XLE, at an average price of $50.29, for a total of 85,119.00 shares. In addition, there have been 7 sales at an average price of $80.48 for 77,124.00 shares. Based on historical transaction data and XLE's current price of $89.13, Lowe Wealth Advisors, LLC's estimated gain on his XLE holdings is $2.64 Mil, reflecting a 61.64% gain to date.
Lowe Wealth Advisors, LLC XLE ($89.13) Holding Chart
Lowe Wealth Advisors, LLC XLE ($89.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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