Oakworth Capital, Inc. XLE Holdings History
Oakworth Capital, Inc.'s The Energy Select Sector SPDR Fund Holding Summary
As of 2025-06-30, Oakworth Capital, Inc. held 288,304.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $24.45 Mil. This investment constitutes 1.58% of their stock portfolio, and Oakworth Capital, Inc. now holds 0.09% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2013Q4. And since then Oakworth Capital, Inc. has made 15 purchases of XLE, at an average price of $80.73, for a total of 484,100.00 shares. In addition, there have been 15 sales at an average price of $63.81 for 195,796.00 shares. Based on historical transaction data and XLE's current price of $87.43, Oakworth Capital, Inc.'s estimated gain on his XLE holdings is $-1.38 Mil, reflecting a -3.54% gain to date.
Oakworth Capital, Inc. XLE ($87.43) Holding Chart
Oakworth Capital, Inc. XLE ($87.43) 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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