Robert Bruce XEL Holdings History
Number of Shares
194,500.00
Current Holdings Value*
$13.77 Mil
% of Portfolio
4.43%
Total Estimate Gain
$14.42 Mil
% of Total Estimate Gain
86.87%
Robert Bruce's Xcel Energy Inc Holding Summary
As of 2025-03-31, Bruce & Co. held 194,500.00 shares of Xcel Energy Inc(XEL), totaling $13.77 Mil. This investment constitutes 4.43% of their stock portfolio, and Bruce & Co. now holds 0.03% of the outstanding Xcel Energy Inc(XEL) stock.
The initial trade took place in 2009Q1. And since then Robert Bruce has made 5 purchases of XEL, at an average price of $34.02, for a total of 487,800.00 shares. In addition, there have been 11 sales at an average price of $60.75 for 293,300.00 shares. Based on historical transaction data and XEL's current price of $67.84, Robert Bruce's estimated gain on his XEL holdings is $14.42 Mil, reflecting a 86.87% gain to date.
Robert Bruce XEL ($67.84) Holding Chart
Robert Bruce XEL ($67.84) 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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