Number of Shares
8,036.00
Current Holdings Value*
$568,870.00
% of Portfolio
1.6%
Total Estimate Gain
$90,468.89
% of Total Estimate Gain
18.67%

Principal Real Asset Fund's Xcel Energy Inc Holding Summary

As of 2025-03-31, Principal Real Asset Fund held 8,036.00 shares of Xcel Energy Inc(XEL), totaling $568,870.00. This investment constitutes 1.6% of their stock portfolio, and Principal Real Asset Fund now holds 0% of the outstanding Xcel Energy Inc(XEL) stock.

The initial trade took place in 2024Q3. And since then Principal Real Asset Fund has made 3 purchases of XEL, at an average price of $60.31, for a total of 8,036.00 shares. Based on historical transaction data and XEL's current price of $71.57, Principal Real Asset Fund's estimated gain on his XEL holdings is $90,468.89, reflecting a 18.67% gain to date.

Principal Real Asset Fund XEL ($71.57) Holding Chart

Principal Real Asset Fund XEL ($71.57) 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 %

Top Ranked Articles

  • 1