Mid Cap Diverse Leadership Fund XEL Holdings History
Mid Cap Diverse Leadership Fund's Xcel Energy Inc Holding Summary
As of 2023-05-31, Mid Cap Diverse Leadership Fund held 785.00 shares of Xcel Energy Inc(XEL), totaling $51,250.00. This investment constitutes 2.41% of their stock portfolio, and Mid Cap Diverse Leadership Fund now holds 0% of the outstanding Xcel Energy Inc(XEL) stock.
The initial trade took place in 2020Q3. And since then Mid Cap Diverse Leadership Fund has made 6 purchases of XEL, at an average price of $67.97, for a total of 885.00 shares. In addition, there have been 3 sales at an average price of $72.61 for 100.00 shares. Based on historical transaction data and XEL's current price of $72.78, Mid Cap Diverse Leadership Fund's estimated gain on his XEL holdings is $4,237.24, reflecting a 7.04% gain to date.
Mid Cap Diverse Leadership Fund XEL ($72.78) Holding Chart
Mid Cap Diverse Leadership Fund XEL ($72.78) 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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