SPIRIT OF AMERICA UTILITIES FUND XEL Holdings History
Number of Shares
13,300.00
Current Holdings Value*
$941,510.00
% of Portfolio
3.07%
Total Estimate Gain
$32,896.00
% of Total Estimate Gain
3.76%
SPIRIT OF AMERICA UTILITIES FUND's Xcel Energy Inc Holding Summary
As of 2025-03-31, SPIRIT OF AMERICA UTILITIES FUND held 13,300.00 shares of Xcel Energy Inc(XEL), totaling $941,510.00. This investment constitutes 3.07% of their stock portfolio, and SPIRIT OF AMERICA UTILITIES FUND now holds 0% of the outstanding Xcel Energy Inc(XEL) stock.
The initial trade took place in 2023Q1. And since then SPIRIT OF AMERICA UTILITIES FUND has made 6 purchases of XEL, at an average price of $65.76, for a total of 13,300.00 shares. Based on historical transaction data and XEL's current price of $68.23, SPIRIT OF AMERICA UTILITIES FUND's estimated gain on his XEL holdings is $32,896.00, reflecting a 3.76% gain to date.
SPIRIT OF AMERICA UTILITIES FUND XEL ($68.23) Holding Chart
SPIRIT OF AMERICA UTILITIES FUND XEL ($68.23) 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