Number of Shares
182,510.00
Current Holdings Value*
$12.92 Mil
% of Portfolio
1.13%
Total Estimate Gain
$1.62 Mil
% of Total Estimate Gain
4.92%

OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)'s Xcel Energy Inc Holding Summary

As of 2025-03-31, OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) held 182,510.00 shares of Xcel Energy Inc(XEL), totaling $12.92 Mil. This investment constitutes 1.13% of their stock portfolio, and OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) now holds 0.03% of the outstanding Xcel Energy Inc(XEL) stock.

The initial trade took place in 2014Q3. And since then OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) has made 2 purchases of XEL, at an average price of $42.18, for a total of 781,360.00 shares. In addition, there have been 3 sales at an average price of $36.83 for 598,850.00 shares. Based on historical transaction data and XEL's current price of $68.62, OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)'s estimated gain on his XEL holdings is $1.62 Mil, reflecting a 4.92% gain to date.

OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) XEL ($68.62) Holding Chart

OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) XEL ($68.62) 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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