Number of Shares
124,190.00
Current Holdings Value*
$8.38 Mil
% of Portfolio
1.97%
Total Estimate Gain
$1.47 Mil
% of Total Estimate Gain
11.87%

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 $73.06, JPMorgan Insurance Trust Mid Cap Value Portfolio's estimated gain on his XEL holdings is $1.47 Mil, reflecting a 11.87% gain to date.

JPMorgan Insurance Trust Mid Cap Value Portfolio XEL ($73.06) Holding Chart

JPMorgan Insurance Trust Mid Cap Value Portfolio XEL ($73.06) 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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