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Beacon Pointe Wealth Advisors’s Xcel Energy XEL Stock Holding History

Beacon Pointe Wealth 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
2019
Q4 		$275K Sell
4,357
-963
-18% -$60.2K 0.05% 227
2019
Q3 		$345K Buy
+5,320
New +$331K 0.07% 198

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Pointe Wealth Advisors's XEL Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Xcel Energy (XEL) stake by 18% in Q4 2019, selling an estimated $60.2K and leaving 4,357 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #227.

Beacon Pointe Wealth Advisors first reported a position in XEL in Q3 2019 and has held it in 2 quarters since. The position peaked at $345K in Q3 2019. 848 funds tracked by Wall St. Rank hold XEL as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 4,357 shares of Xcel Energy worth $275K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 963 Xcel Energy shares in Q4 2019, an estimated $60.2K.
  • Xcel Energy made up 0.05% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #227 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Xcel Energy in Q3 2019 and has held it in 2 quarters since.
  • Beacon Pointe Wealth Advisors's Xcel Energy position peaked at $345K in Q3 2019.
  • 848 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.