BPSG
XEL icon

Brookfield Public Securities Group’s Xcel Energy XEL Stock Holding History

Brookfield Public Securities Group’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 		$143M Buy
2,365,600
+2,246,104
+1,880% +$146M 2.31% 14
2019
Q4 		$7.59M Sell
119,496
-768,488
-87% -$48.1M 0.08% 80
2019
Q3 		$57.6M Buy
+887,984
New +$55.3M 0.56% 58

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brookfield Public Securities Group's XEL Position: Q1 2020 in Review

Brookfield Public Securities Group increased its Xcel Energy (XEL) stake by 1,880% in Q1 2020, buying an estimated $146M and bringing the position to 2,365,600 shares worth $143M. The position accounts for 2.31% of the portfolio, ranked #14.

Brookfield Public Securities Group first reported a position in XEL in Q3 2019 and has held it in 3 quarters since. 842 funds tracked by Wall St. Rank hold XEL as of Q1 2020.

  • Brookfield Public Securities Group held 2,365,600 shares of Xcel Energy worth $143M as of Q1 2020.
  • Brookfield Public Securities Group bought 2,246,104 Xcel Energy shares in Q1 2020, an estimated $146M.
  • Xcel Energy made up 2.31% of Brookfield Public Securities Group's portfolio in Q1 2020, its #14 holding.
  • Brookfield Public Securities Group first reported a position in Xcel Energy in Q3 2019 and has held it in 3 quarters since.
  • 842 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2020.

Based on Brookfield Public Securities Group's 13F filing for Q1 2020, filed 15 May 2020.