Number of Shares
785.00
Current Holdings Value*
$51,250.00
% of Portfolio
2.41%
Total Estimate Gain
$4,237.24
% of Total Estimate Gain
7.04%

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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