James J. Sheppard - Net Worth and Insider Trading
James J. Sheppard Net Worth
The estimated net worth of James J. Sheppard is at least $3 Million dollars as of 2024-04-19. James J. Sheppard is the Director of Xcel Energy Inc and owns about 47,827 shares of Xcel Energy Inc (XEL) stock worth over $3 Million. Details can be seen in James J. Sheppard's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that James J. Sheppard has not made any transactions after 2020-06-01 and currently still holds the listed stock(s).
Transaction Summary of James J. Sheppard
James J. Sheppard Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James J. Sheppard owns 2 companies in total, including Xcel Energy Inc (XEL) , and Southern California Edison Co (SCE_PB.PFD) .
Click here to see the complete history of James J. Sheppard’s form 4 insider trades.
Insider Ownership Summary of James J. Sheppard
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| XEL | Xcel Energy Inc | 2020-06-01 | director |
| SCE_PB.PFD | Southern California Edison Co | 2010-09-02 | SVP & Chief Nuclear Officer |
James J. Sheppard Latest Holdings Summary
James J. Sheppard currently owns a total of 1 stock. James J. Sheppard owns 47,827 shares of Xcel Energy Inc (XEL) as of June 1, 2020, with a value of $3 Million.
Latest Holdings of James J. Sheppard
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| XEL | Xcel Energy Inc | 2020-06-01 | 47,827 | 53.76 | 2,571,180 |
Holding Weightings of James J. Sheppard
James J. Sheppard Form 4 Trading Tracker
According to the SEC Form 4 filings, James J. Sheppard has made a total of 1 transactions in Xcel Energy Inc (XEL) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Xcel Energy Inc is the sale of 2,484 shares on June 1, 2020, which brought James J. Sheppard around $161,336.
Insider Trading History of James J. Sheppard
- 1
James J. Sheppard Trading Performance
GuruFocus tracks the stock performance after each of James J. Sheppard's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James J. Sheppard is 2.16%. GuruFocus also compares James J. Sheppard's trading performance to market benchmark return within the same time period. The performance of stocks bought by James J. Sheppard within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how James J. Sheppard's insider trading performs compared to the benchmark.
Performance of James J. Sheppard
Average Return
5.36%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.61 | 2.16 | 10.87 | 5.36 | 3.8 | 10.57 |
| Relative Return to S&P 500(%) | -0.54 | 0.32 | 7.16 | -7.09 | -11.03 | -4.62 |
James J. Sheppard Ownership Network
Ownership Network List of James J. Sheppard
Ownership Network Relation of James J. Sheppard
James J. Sheppard Owned Company Details
What does Xcel Energy Inc do?
Who are the key executives at Xcel Energy Inc?
James J. Sheppard is the director of Xcel Energy Inc. Other key executives at Xcel Energy Inc include director & Chairman & President and CEO Robert Frenzel , EVP & Group President Utilities Amanda J Rome , and EVP & Group President Utilitie & other: Chief Customer Officer Brett C Carter .
Xcel Energy Inc (XEL) Insider Trades Summary
Over the past 18 months, James J. Sheppard made no insider transaction in Xcel Energy Inc (XEL). Other recent insider transactions involving Xcel Energy Inc (XEL) include a net sale of 1,875 shares made by Frank P Prager , a net sale of 30,000 shares made by Brett C Carter , and a net sale of 15,625 shares made by Timothy John O'connor .
In summary, during the past 3 months, insiders sold 0 shares of Xcel Energy Inc (XEL) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 47,500 shares of Xcel Energy Inc (XEL) were sold and 0 shares were bought by its insiders, resulting in a net sale of 47,500 shares.
Xcel Energy Inc (XEL)'s detailed insider trading history can be found in Insider Trading Tracker table.
Xcel Energy Inc Insider Transactions
James J. Sheppard Mailing Address
Above is the net worth, insider trading, and ownership report for James J. Sheppard. You might contact James J. Sheppard via mailing address: 224 Walnut Grove Avenue, Rosemead Ca 91770.
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