D. Scott Neal, Inc. Utilities Sector Spdr Transaction History

D. Scott Neal, Inc.

$200 Million
Q2 2025

A detailed history of D. Scott Neal, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, D. Scott Neal, Inc. holds 30,601 shares of XLU stock, worth $2.59 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

30,601

Previous 28,933 5.77%

Holding current value

$2.59 Million

Previous $2.26 Million 10.73%

% of portfolio

1.25%

Previous 1.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$73.09 - $82.77 $121,914 - $138,060	1,668 Added 5.77%	30,601 $2.5 Million
Q1 2025 Apr 11, 2025	BUY	$74.7 - $80.27 $2.16 Million - $2.32 Million	28,933 New	28,933 $2.26 Million
Q3 2024 Oct 17, 2024	BUY	$67.67 - $80.78 $14.2 Million - $16.9 Million	209,208 New	209,208 $16.9 Million
Q2 2023 Jul 17, 2023	SELL	$64.34 - $69.97 $147,274 - $160,161	-2,289 Reduced 1.9%	118,384 $7.75 Million
Q1 2023 Apr 12, 2023	BUY	$63.7 - $72.08 $2.61 Million - $2.95 Million	40,902 Added 51.27%	120,673 $8.17 Million
Q4 2022 Jan 11, 2023	BUY	$61.52 - $72.67 $22,024 - $26,015	358 Added 0.45%	79,771 $0
Q3 2022 Oct 27, 2022	BUY	$65.51 - $78.12 $3.17 Million - $3.78 Million	48,374 Added 155.85%	79,413 $5.2 Million
Q2 2022 Jul 11, 2022	BUY	$64.87 - $76.96 $2.01 Million - $2.39 Million	31,039 New	31,039 $2.18 Million

Others Institutions Holding XLU

# of Institutions

1,587

Shares Held

148M

Call Options Held

13.2M

Put Options Held

37.8M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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