Number of Shares
7,350.00
Current Holdings Value*
$529,940.00
% of Portfolio
3.71%
Total Estimate Gain
$9,114.00
% of Total Estimate Gain
1.81%

Monteagle Select Value Fund's Xcel Energy Inc Holding Summary

As of 2025-02-28, Monteagle Funds held 7,350.00 shares of Xcel Energy Inc(XEL), totaling $529,940.00. This investment constitutes 3.71% of their stock portfolio, and Monteagle Funds now holds 0% of the outstanding Xcel Energy Inc(XEL) stock.

The initial trade took place in 2021Q3. And since then Monteagle Select Value Fund has made 1 purchases of XEL, at an average price of $68.41, for a total of 7,350.00 shares. Based on historical transaction data and XEL's current price of $69.65, Monteagle Select Value Fund's estimated gain on his XEL holdings is $9,114.00, reflecting a 1.81% gain to date.

Monteagle Select Value Fund XEL ($69.65) Holding Chart

Monteagle Select Value Fund XEL ($69.65) 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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