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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XEL overviewAll 13F holders of XELFull Q2 2026 holdings

Shares (Q2 2026)
33,993
Value
$2.73M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XEL by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202633,993$2.73M<0.1%−8,897−20.7%ReducedHolders
Q1 202642,890$3.41M<0.1%+17,079+66.2%AddedHolders
Q4 202525,811$1.91M<0.1%+1,732+7.2%AddedHolders
Q3 202524,079$1.94M<0.1%+2,450+11.3%AddedHolders
Q2 202521,629$1.47M<0.1%−909−4.0%ReducedHolders
Q1 202522,538$1.60M<0.1%−581−2.5%ReducedHolders
Q4 202423,119$1.56M<0.1%−2,750−10.6%ReducedHolders
Q3 202425,869$1.69M<0.1%−1,933−7.0%ReducedHolders
Q2 202427,802$1.48M<0.1%+66+0.2%AddedHolders
Q1 202427,736$1.49M<0.1%+784+2.9%AddedHolders
Q4 202326,952$1.67M<0.1%−1,553−5.4%ReducedHolders
Q3 202328,505$1.63M<0.1%−203−0.7%ReducedHolders
Q2 202328,708$1.78M<0.1%−9,049−24.0%ReducedHolders
Q1 202337,757$2.55M<0.1%+2,228+6.3%AddedHolders
Q4 202235,529$2.49M<0.1%+137+0.4%AddedHolders
Q3 202235,392$2.26M0.1%−1,369−3.7%ReducedHolders
Q2 202236,761$2.60M0.1%−27,949−43.2%ReducedHolders
Q1 202264,710$4.67M0.1%+52,620+435.2%AddedHolders
Q4 202112,090$819.0K<0.1%−24,634−67.1%ReducedHolders
Q3 202136,724$2.29M0.1%+27,576+301.4%AddedHolders
Q2 20219,148$603.0K<0.1%+5,954+186.4%AddedHolders
Q1 20213,194$212.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.