Number of Shares
1.13 Mil
Current Holdings Value*
$81.58 Mil
% of Portfolio
4.32%
Total Estimate Gain
$9.20 Mil
% of Total Estimate Gain
7.81%

Select Utilities Portfolio's Xcel Energy Inc Holding Summary

As of 2025-02-28, Select Utilities Portfolio held 1.13 Mil shares of Xcel Energy Inc(XEL), totaling $81.58 Mil. This investment constitutes 4.32% of their stock portfolio, and Select Utilities Portfolio now holds 0.2% of the outstanding Xcel Energy Inc(XEL) stock.

The initial trade took place in 2022Q1. And since then Select Utilities Portfolio has made 8 purchases of XEL, at an average price of $62.99, for a total of 1.87 Mil shares. In addition, there have been 2 sales at an average price of $65.25 for 738,300.00 shares. Based on historical transaction data and XEL's current price of $69.65, Select Utilities Portfolio's estimated gain on his XEL holdings is $9.20 Mil, reflecting a 7.81% gain to date.

Select Utilities Portfolio XEL ($69.65) Holding Chart

Select Utilities Portfolio 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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