Current Value of Holding

$687 Thousand

Shares

12.4 Thousand

% of Portfolio

0.01%

Average Buy Price

$60

Avg closing price
Price range

17 Joel Greenblatt Xcel Energy Trades

Joel Greenblatt's position in Xcel Energy is currently worth $687 Thousand. That's 0.01% of their equity portfolio (877th largest holding). The first Xcel Energy trade was made in Q1 2017. Since then Joel Greenblatt bought shares nine more times and sold shares on seven occasions. The investor's estimated purchase price is $746 Thousand, resulting in a loss of 7.9%.

Avg closing price
Price range
Increased shares by 120.6% (+6.79 Thousand shares) Q4 2023
Avg closing price $60.00
Price range $55.03 - $63.33
New holding (+5.63 Thousand shares) Q3 2023
Avg closing price $60.11
Price range $55.59 - $65.21
Sold -5.16 Thousand shares Q4 2022
Avg closing price $66.53
Price range $57.94 - $71.60
Increased shares by 77.5% (+2.25 Thousand shares) Q3 2022
Avg closing price $72.80
Price range $64.00 - $77.41
New holding (+2.91 Thousand shares) Q2 2022
Avg closing price $72.75
Price range $63.91 - $76.34
Sold -3.02 Thousand shares Q4 2020
Avg closing price $69.69
Price range $64.31 - $74.71
New holding (+3.02 Thousand shares) Q3 2020
Avg closing price $68.23
Price range $63.24 - $72.45
Sold -12.6 Thousand shares Q2 2020
Avg closing price $63.02
Price range $57.86 - $67.15
New holding (+12.6 Thousand shares) Q1 2020
Avg closing price $65.17
Price range $50.00 - $71.16
Sold -3.11 Thousand shares Q4 2019
Avg closing price $62.56
Price range $60.07 - $64.95
Sold 26.1% shares (-1.1 Thousand shares) Q3 2019
Avg closing price $62.31
Price range $59.43 - $65.82
New holding (+4.21 Thousand shares) Q2 2019
Avg closing price $57.49
Price range $54.68 - $61.54
Sold -18 Thousand shares Q3 2018
Avg closing price $47.21
Price range $45.16 - $49.29
Increased shares by 75.3% (+7.74 Thousand shares) Q2 2018
Avg closing price $44.79
Price range $42.13 - $47.10
New holding (+10.3 Thousand shares) Q1 2018
Avg closing price $44.56
Price range $42.44 - $47.81
Sold -6.14 Thousand shares Q2 2017
Avg closing price $46.04
Price range $44.40 - $48.32
New holding (+6.14 Thousand shares) Q1 2017
Avg closing price $42.37
Price range $40.29 - $44.93

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