Vest Gen Advisors, LLC Energy Sector Spdr Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

A detailed history of Vest Gen Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 14,201 shares of XLE stock, worth $1.14 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

14,201

Holding current value

$1.14 Million

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$85.7 - $93.96 $1.22 Million - $1.33 Million	14,201 New	14,201 $1.33 Billion

Others Institutions Holding XLE

# of Institutions

2,168

Shares Held

238M

Call Options Held

46.4M

Put Options Held

100M

Bank Of America Corp Charlotte, NC

27.8M
Shares

$2.24 Billion
0.21% of portfolio
Morgan Stanley New York, NY

16.3M
Shares

$1.31 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.2M
Shares

$1.15 Billion
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

10.5M
Shares

$846 Million
0.08% of portfolio
Ubs Group Ag

9.39M
Shares

$756 Million
0.17% of portfolio

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Vest Gen Advisors, LLC Energy Sector Spdr Transaction History