Brett Carter

Track

Insider profile

Currently holds a position at Xcel Energy Inc

Performance

Overall performance
3.5
Performance over holding periods
3.5
30 days 90 days 120 days
Average return 7% 8.2% 15.1%
Success rate 100% 68% 82%
Transactions
3 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Executive Vice President, Chief Customer and Innovation Officer Xcel Energy Inc May 1, 2018 -
Brett Carter's trades of Xcel Energy Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
150.79
Quantity 24,420 -17.5%
Value US$1,280,070
Transaction date
Proposed sale
Price
68.34
Quantity 78,336
Value US$2,293,130
Transaction date
Sale
Price
295.10
Quantity 56,880 -3.1%
Value US$3,151,206
Transaction date
Sale
Price
70.66
Quantity 14,900 -39.6%
Value US$1,052,834
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2023-05-03 2023-05-01
S Sale
24,420 -17.5%
150.79
US$1,280,070 		24,420 -17.5% 150.79 US$1,280,070
2023-05-01 2023-05-01
PrS Proposed sale
78,336
68.34
US$2,293,130 		78,336 68.34 US$2,293,130
2022-05-25 2022-05-23
S Sale
56,880 -3.1%
295.10
US$3,151,206 		56,880 -3.1% 295.10 US$3,151,206
2021-05-04 2021-04-30
S Sale
14,900 -39.6%
70.66
US$1,052,834 		14,900 -39.6% 70.66 US$1,052,834