Current Value of Holding

$10.7 Million

Shares

193 Thousand

% of Portfolio

4.64%

Average Buy Price

$34.4

Avg closing price
Price range

14 Robert Bruce Xcel Energy Trades

Robert Bruce acquired 193 Thousand Xcel Energy shares worth $10.7 Million. That's 4.64% of their equity portfolio (9th largest holding). The first Xcel Energy trade was made in Q1 2013. Since then Robert Bruce bought shares four more times and sold shares on nine occasions. The stake costed the investor $6.64 Million, netting the investor a gain of 61% so far.

Avg closing price
Price range
Sold 34.1% shares (-100 Thousand shares) Q1 2024
Avg closing price $57.10
Price range $48.44 - $63.73
Sold 14.6% shares (-50 Thousand shares) Q4 2023
Avg closing price $60.00
Price range $55.03 - $63.33
Sold 7.7% shares (-28.8 Thousand shares) Q3 2023
Avg closing price $60.11
Price range $55.59 - $65.21
Sold 0.2% shares (-746 shares) Q1 2023
Avg closing price $67.48
Price range $63.22 - $72.78
Sold 9.7% shares (-40 Thousand shares) Q3 2022
Avg closing price $72.80
Price range $64.00 - $77.41
Sold 5.2% shares (-22.6 Thousand shares) Q3 2021
Avg closing price $67.56
Price range $61.42 - $70.61
Sold 0.2% shares (-1 Thousand shares) Q2 2021
Avg closing price $69.61
Price range $65.71 - $72.59
Sold 9.4% shares (-45.5 Thousand shares) Q2 2019
Avg closing price $57.49
Price range $54.68 - $61.54
Increased shares by 95.7% (+235 Thousand shares) Q4 2015
Avg closing price $35.70
Price range $34.42 - $37.14
Increased shares by 451.7% (+202 Thousand shares) Q3 2015
Avg closing price $34.00
Price range $32.50 - $36.32
Sold 6.1% shares (-2.9 Thousand shares) Q4 2014
Avg closing price $33.57
Price range $30.38 - $37.25
Increased shares by 93.8% (+23 Thousand shares) Q3 2014
Avg closing price $31.30
Price range $29.64 - $32.48
Increased shares by 2.1% (+500 shares) Q3 2013
Avg closing price $28.59
Price range $27.10 - $30.36
New holding (+24 Thousand shares) Q1 2013
Avg closing price $28.10
Price range $26.91 - $29.70

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