BB

Beck Bode, LLC

13F
Beck Bode, LLC
Last update 2025-05-15 101 Stocks (26 new)
Value $536.00 Mil Turnover 42 %
Countries:
Top Holdings: NVDA(4.02%)EXC(3.59%)AWK(3.57%)CMS(3.48%)AEE(3.37%)
Summary Stock Picks Current Portfolio
Beck Bode, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
198,834
21,549.6
+7.95%
4.020
+0.30%
0.000
+56.53%
+18.67%
3,885,913.3
Semiconductors
EXC
Exelon Corp
417,589
19,242.5
-3.28%
3.590
-0.10%
0.040
-7.87%
+16.68%
43,541.3
Utilities - Regulated
AWK
American Water Works Co Inc
129,918
19,165.5
New Holding
3.570
+3.57%
0.070
-7.28%
+13.88%
27,311.4
Utilities - Regulated
CMS
CMS Energy Corp
248,188
18,641.4
-0.25%
3.480
-0.01%
0.080
-5.97%
+7.36%
21,079.3
Utilities - Regulated
AEE
Ameren Corp
179,931
18,065.0
+2,004.95%
3.370
+3.21%
0.070
-4.86%
+9.30%
26,032.1
Utilities - Regulated
XEL
Xcel Energy Inc
254,148
17,991.1
+1.21%
3.350
+0.04%
0.040
-4.69%
+3.54%
39,329.3
Utilities - Regulated
CWT
California Water Service Group
365,821
17,727.7
New Holding
3.310
+3.31%
0.610
-6.97%
+2.48%
2,728.9
Utilities - Regulated
NI
NiSource Inc
439,489
17,619.1
+6,405.17%
3.280
+3.23%
0.090
+0.23%
+9.20%
18,621.0
Utilities - Regulated
CAH
Cardinal Health Inc
125,276
17,259.3
New Holding
3.220
+3.22%
0.050
+20.67%
+41.00%
39,365.0
Medical Distribution
NFLX
Netflix Inc
18,367
17,127.3
-1.78%
3.190
-0.05%
0.000
+41.45%
+45.53%
552,042.5
Media - Diversified

Beck Bode, LLC's Historical Top Holdings Breakdowns

Beck Bode, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AWK
American Water Works Co Inc
2025-03-31
New Buy
New Buy
+3.57%
●
121.01 ($131.75) 149.31
$140.05
6.30%
New holding
129,918
129,918
ETR
Entergy Corp
2025-03-31
Sold Out
Sold Out
-3.34%
●
75.26 ($82.35) 87.89
$81.92
-0.52%
Sold Out
0
-241,365
CWT
California Water Service Group
2025-03-31
New Buy
New Buy
+3.31%
●
41.88 ($45.41) 48.46
$45.81
0.88%
New holding
365,821
365,821
NI
NiSource Inc
2025-03-31
Add
Add
+3.23%
●
35.57 ($38.52) 41.23
$39.56
2.70%
Add 6405.17%
439,489
432,733
CAH
Cardinal Health Inc
2025-03-31
New Buy
New Buy
+3.22%
●
118.02 ($127.47) 137.77
$164.93
29.39%
New holding
125,276
125,276
AEE
Ameren Corp
2025-03-31
Add
Add
+3.21%
●
86.87 ($96.29) 103.67
$96.02
-0.28%
Add 2004.95%
179,931
171,383
DTE
DTE Energy Co
2025-03-31
Sold Out
Sold Out
-2.96%
●
117.6 ($127.6) 138.27
$131.94
3.40%
Sold Out
0
-134,057
AEM
Agnico Eagle Mines Ltd
2025-03-31
Sold Out
Sold Out
-2.95%
●
79.66 ($95.62) 108.41
$120.06
25.56%
Sold Out
0
-206,159
WEC
WEC Energy Group Inc
2025-03-31
Sold Out
Sold Out
-2.95%
●
92.12 ($102.13) 108.98
$104.34
2.16%
Sold Out
0
-171,822
RRC
Range Resources Corp
2025-03-31
New Buy
New Buy
+2.92%
●
35.22 ($38.47) 41.29
$38.62
0.39%
New holding
391,960
391,960

Beck Bode, LLC Total Holding History ($B)

To

Beck Bode, LLC's Asset Allocation

To

Beck Bode, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Beck Bode, LLC's Hypothetical Growth since 2025-03-31

Beck Bode, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Beck Bode, LLC's Holdings Heat Map

Size field:

Beck Bode, LLC's Holdings Bubble Chart

Beck Bode, LLC News

  • 1

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