BENJAMIN EDWARDS INC
Institutional investor · Portfolio as of Q4 2021
Top Holdings718 positions
Apple Inc. | 56,839 | $10.1M | 3.3% | $121.97 | +42.21% | 12 qtrssince 2019-Q1 | Increased 81 |
NextEra Energy Inc | 92,199 | $8.6M | 2.8% | $70.71 | +15.93% | 12 qtrssince 2019-Q1 | Increased 76 |
Microsoft Corp. | 19,291 | $6.5M | 2.1% | $284.66 | +13.60% | 12 qtrssince 2019-Q1 | Increased 75 |
Accenture PLC | 13,315 | $5.5M | 1.8% | $290.53 | +31.74% | 12 qtrssince 2019-Q1 | Increased 69 |
WEC ENERGY GROUP INC | 54,374 | $5.3M | 1.7% | $79.06 | +4.30% | 12 qtrssince 2019-Q1 | Increased 69 |
AMERICAN ELEC PWR CO INC | 52,691 | $4.7M | 1.5% | $73.83 | +1.61% | 12 qtrssince 2019-Q1 | Increased 68 |
ISHARES TR | 40,745 | $4.7M | 1.5% | $99.53 | +0.04% | 3 qtrssince 2021-Q2 | Increased 68 |
XCEL ENERGY INC | 62,517 | $4.2M | 1.4% | $55.76 | +4.10% | 12 qtrssince 2019-Q1 | Increased 68 |
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 112,493 | $4.1M | 1.3% | $29.84 | +6.24% | 5 qtrssince 2020-Q4 | Increased 49 |
Home Depot Inc. | 9,846 | $4.1M | 1.3% | $252.21 | +45.56% | 12 qtrssince 2019-Q1 | Increased 59 |
ALLIANT ENERGY CORP | 65,618 | $4M | 1.3% | $51.61 | +1.89% | 2 qtrssince 2021-Q3 | Increased 68 |
CMS ENERGY CORP | 60,902 | $4M | 1.3% | $55.14 | +1.75% | 2 qtrssince 2021-Q3 | Increased 68 |
Idacorp Inc | 34,616 | $3.9M | 1.3% | $96.70 | +1.82% | 2 qtrssince 2021-Q3 | Increased 68 |
NVIDIA Corp. | 13,058 | $3.8M | 1.2% | $29.16 | +0.42% | 2 qtrssince 2021-Q3 | Increased 68 |
EVERGY INC | 55,309 | $3.8M | 1.2% | $55.66 | +1.91% | 2 qtrssince 2021-Q3 | Increased 68 |
Black Hills Corporation | 51,667 | $3.6M | 1.2% | $58.61 | +2.19% | 2 qtrssince 2021-Q3 | Increased 68 |
VANGUARD SHORT-TERM CORPORATE BOND ETF | 39,664 | $3.2M | 1.0% | $67.77 | +2.12% | 12 qtrssince 2019-Q1 | Increased 42 |
Abbott Laboratories | 21,684 | $3.1M | 1.0% | $115.80 | +10.70% | 12 qtrssince 2019-Q1 | Increased 60 |
TXNM ENERGY INC COM | 64,489 | $2.9M | 1.0% | $39.12 | 0.00% | 1 qtr | New 51 |
Costco Wholesale Corporation | 5,058 | $2.9M | 0.9% | $405.36 | +32.94% | 10 qtrssince 2019-Q3 | Increased 60 |
BENJAMIN EDWARDS INC manages $308.8M across 718 positions as of Q4 2021. Top holdings: AAPL (3.3%), NEE (2.8%), MSFT (2.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 200 new positions, 21 exits, 414 increased. Top move: AAPL (INCREASED, conviction 81). Portfolio: $309M across 718 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR