Beach Investment Management’s Xcel Energy XEL Stock Holding History

Beach Investment Management’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$624K	Buy	+10,348	New	+$674K	2.17%	16

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Beach Investment Management's XEL Position: Q1 2020 in Review

Beach Investment Management opened a new position in Xcel Energy (XEL) in Q1 2020: 10,348 shares worth $624K. The stake represents 2.17% of the portfolio and ranks #16 among its holdings.

842 funds tracked by Wall St. Rank hold XEL as of Q1 2020.

Beach Investment Management held 10,348 shares of Xcel Energy worth $624K as of Q1 2020.
Xcel Energy was a new Beach Investment Management position in Q1 2020.
Xcel Energy made up 2.17% of Beach Investment Management's portfolio in Q1 2020, its #16 holding.
842 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2020.

Based on Beach Investment Management's 13F filing for Q1 2020, filed 5 May 2020.