MFS Utilities Fund XEL Holdings History
Number of Shares
1.83 Mil
Current Holdings Value*
$129.23 Mil
% of Portfolio
5.32%
Total Estimate Gain
$6.79 Mil
% of Total Estimate Gain
5.76%
MFS Utilities Fund's Xcel Energy Inc Holding Summary
As of 2025-04-30, MFS SERIES TRUST VI held 1.83 Mil shares of Xcel Energy Inc(XEL), totaling $129.23 Mil. This investment constitutes 5.32% of their stock portfolio, and MFS SERIES TRUST VI now holds 0.32% of the outstanding Xcel Energy Inc(XEL) stock.
The initial trade took place in 2022Q4. And since then MFS Utilities Fund has made 8 purchases of XEL, at an average price of $64.48, for a total of 1.83 Mil shares. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and XEL's current price of $68.19, MFS Utilities Fund's estimated gain on his XEL holdings is $6.79 Mil, reflecting a 5.76% gain to date.
MFS Utilities Fund XEL ($68.19) Holding Chart
MFS Utilities Fund XEL ($68.19) 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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