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Beacon Pointe Advisors’s Xcel Energy XEL Stock Holding History

Beacon Pointe Advisors’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
2026
Q2 		$2.73M Sell
33,993
-8,897
-21% -$710K 0.01% 669
2026
Q1 		$3.41M Buy
42,890
+17,079
+66% +$1.34M 0.02% 582
2025
Q4 		$1.91M Buy
25,811
+1,732
+7% +$137K 0.01% 622
2025
Q3 		$1.94M Buy
24,079
+2,450
+11% +$177K 0.02% 553
2025
Q2 		$1.47M Sell
21,629
-909
-4% -$63K 0.02% 557
2025
Q1 		$1.6M Sell
22,538
-581
-3% -$39.6K 0.02% 515
2024
Q4 		$1.56M Sell
23,119
-2,750
-11% -$184K 0.02% 522
2024
Q3 		$1.69M Sell
25,869
-1,933
-7% -$115K 0.02% 503
2024
Q2 		$1.48M Buy
27,802
+66
+0.2% +$3.59K 0.02% 540
2024
Q1 		$1.49M Buy
27,736
+784
+3% +$44.8K 0.02% 567
2023
Q4 		$1.67M Sell
26,952
-1,553
-5% -$93.2K 0.02% 523
2023
Q3 		$1.63M Sell
28,505
-203
-0.7% -$12.2K 0.02% 507
2023
Q2 		$1.78M Sell
28,708
-9,049
-24% -$604K 0.03% 405
2023
Q1 		$2.55M Buy
37,757
+2,228
+6% +$150K 0.04% 344
2022
Q4 		$2.49M Buy
35,529
+137
+0.4% +$9.12K 0.05% 314
2022
Q3 		$2.26M Sell
35,392
-1,369
-4% -$99.7K 0.05% 294
2022
Q2 		$2.6M Sell
36,761
-27,949
-43% -$2.03M 0.05% 279
2022
Q1 		$4.67M Buy
64,710
+52,620
+435% +$3.62M 0.06% 264
2021
Q4 		$819K Sell
12,090
-24,634
-67% -$1.61M 0.02% 420
2021
Q3 		$2.29M Buy
36,724
+27,576
+301% +$1.86M 0.06% 266
2021
Q2 		$603K Buy
9,148
+5,954
+186% +$414K 0.02% 440
2021
Q1 		$212K Sell
3,194
-1,457
-31% -$92.1K 0.01% 491
2020
Q4 		$310K Buy
4,651
+1,718
+59% +$120K 0.02% 361
2020
Q3 		$202K Sell
2,933
-1,928
-40% -$132K 0.02% 375
2020
Q2 		$304K Buy
4,861
+594
+14% +$37.4K 0.03% 297
2020
Q1 		$257K Buy
+4,267
New +$278K 0.04% 250

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Beacon Pointe Advisors's XEL Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Xcel Energy (XEL) stake by 21% in Q2 2026, selling an estimated $710K and leaving 33,993 shares worth $2.73M. The position accounts for 0.01% of the portfolio, ranked #669.

Beacon Pointe Advisors first reported a position in XEL in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.67M in Q1 2022. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Beacon Pointe Advisors held 33,993 shares of Xcel Energy worth $2.73M as of Q2 2026.
  • Beacon Pointe Advisors sold 8,897 Xcel Energy shares in Q2 2026, an estimated $710K.
  • Xcel Energy made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #669 holding.
  • Beacon Pointe Advisors first reported a position in Xcel Energy in Q1 2020 and has held it in 26 quarters since.
  • Beacon Pointe Advisors's Xcel Energy position peaked at $4.67M in Q1 2022.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.