Beacon Capital Management LLC (Tennessee)’s Xcel Energy XEL Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-178	Closed	-$12.1K	–	1030
2025 Q2	$12.1K	Buy	178 +2	+1%	+$139	﹤0.01%	599
2025 Q1	$12.5K	Buy	176 +1	+0.6%	+$68	﹤0.01%	572
2024 Q4	$11.8K	Buy	175 +30	+21%	+$2.01K	﹤0.01%	567
2024 Q3	$9.47K	Buy	+145	New	+$8.6K	﹤0.01%	661
2024 Q2	–	Sell	-300	Closed	-$16.1K	–	1107
2024 Q1	$16.1K	Buy	300 +268	+838%	+$15.3K	﹤0.01%	494
2023 Q4	$1.83K	Hold	32	–	–	﹤0.01%	806
2023 Q3	$1.99K	Hold	32	–	–	﹤0.01%	847
2023 Q2	$1.99K	Sell	32 -36	-53%	-$2.4K	﹤0.01%	847
2023 Q1	$4.59K	Hold	68	–	–	﹤0.01%	648
2022 Q4	$4.77K	Buy	68 +36	+113%	+$2.4K	﹤0.01%	655
2022 Q3	$2K	Hold	32	–	–	﹤0.01%	771
2022 Q2	$2K	Hold	32	–	–	﹤0.01%	819
2022 Q1	$2K	Buy	+32	New	+$2.2K	﹤0.01%	819

Other funds holding XEL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s XEL Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Xcel Energy (XEL) in Q3 2025, closing a stake of 178 shares — an estimated $12.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in XEL in Q1 2022 and held it in 13 quarters. The position peaked at $16.1K in Q1 2024. 1,186 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Xcel Energy position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 178 Xcel Energy shares in Q3 2025, an estimated $12.1K.
Beacon Capital Management LLC (Tennessee) first reported a position in Xcel Energy in Q1 2022 and held it in 13 quarters.
Beacon Capital Management LLC (Tennessee)'s Xcel Energy position peaked at $16.1K in Q1 2024.
1,186 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.