Tortoise Energy Evolution Fund XEL Holdings History
Number of Shares
6,919.00
Current Holdings Value*
$466,060.00
% of Portfolio
4.99%
Total Estimate Gain
$-15,636.94
% of Total Estimate Gain
-3.20%
Tortoise Energy Evolution Fund's Xcel Energy Inc Holding Summary
As of 2020-11-30, Tortoise Energy Evolution Fund held 6,919.00 shares of Xcel Energy Inc(XEL), totaling $466,060.00. This investment constitutes 4.99% of their stock portfolio, and Tortoise Energy Evolution Fund now holds 0% of the outstanding Xcel Energy Inc(XEL) stock.
The initial trade took place in 2020Q4. And since then Tortoise Energy Evolution Fund has made 1 purchases of XEL, at an average price of $70.71, for a total of 6,919.00 shares. Based on historical transaction data and XEL's current price of $68.45, Tortoise Energy Evolution Fund's estimated gain on his XEL holdings is $-15,636.94, reflecting a -3.20% gain to date.
Tortoise Energy Evolution Fund XEL ($68.45) Holding Chart
Tortoise Energy Evolution Fund XEL ($68.45) 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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