JPMorgan Insurance Trust Mid Cap Value Portfolio XEL Holdings History
JPMorgan Insurance Trust Mid Cap Value Portfolio's Xcel Energy Inc Holding Summary
As of 2023-03-31, JPMORGAN INSURANCE TRUST held 124,190.00 shares of Xcel Energy Inc(XEL), totaling $8.38 Mil. This investment constitutes 1.97% of their stock portfolio, and JPMORGAN INSURANCE TRUST now holds 0.02% of the outstanding Xcel Energy Inc(XEL) stock.
The initial trade took place in 2019Q3. And since then JPMorgan Insurance Trust Mid Cap Value Portfolio has made 5 purchases of XEL, at an average price of $62.74, for a total of 197,020.00 shares. In addition, there have been 4 sales at an average price of $65.30 for 72,830.00 shares. Based on historical transaction data and XEL's current price of $72.50, JPMorgan Insurance Trust Mid Cap Value Portfolio's estimated gain on his XEL holdings is $1.40 Mil, reflecting a 11.31% gain to date.
JPMorgan Insurance Trust Mid Cap Value Portfolio XEL ($72.50) Holding Chart
JPMorgan Insurance Trust Mid Cap Value Portfolio XEL ($72.50) 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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