Beese Fulmer Investment Management, Inc. Energy Sector Spdr Transaction History

Beese Fulmer Investment Management, Inc.

  • $1.3 Billion
  • Q2 2025

A detailed history of Beese Fulmer Investment Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Beese Fulmer Investment Management, Inc. holds 5,201 shares of XLE stock, worth $462,420. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,201
Previous 7,208 27.84%
Holding current value
$462,420
Previous $666,000 33.78%
% of portfolio
0.03%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$76.44 - $94.13 $153,415 - $188,918
-2,007 Reduced 27.84%
5,201 $441,000
Q1 2025

Apr 08, 2025
BUY
$85.7 - $93.96 $617,725 - $677,263
7,208 New
7,208 $666,000
Q3 2020

Oct 08, 2020
SELL
$29.95 - $38.58 $31,447 - $40,509
-1,050 Closed
0 $0
Q2 2020

Jul 17, 2020
BUY
$27.62 - $46.86 $29,001 - $49,203
1,050 New
1,050 $40,000

Others Institutions Holding XLE

# of Institutions
2,113
Shares Held
458M
Call Options Held
59.2M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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