Barrow, Hanley, Mewhinney & Strauss Bolsters Portfolio with Strategic Stake in Xcel Energy

GuruFocus11-14

Insight into the Latest 13F Filing for Q3 2024 Barrow, Hanley, Mewhinney & Strauss (Trades, Portfolio), under the leadership of Executive Director Mr. Barrow, has recently disclosed its 13F filing for...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2483374855?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2024-11-14 02:02","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2483374855","market":"us","top_or_hot":-1,"title":"Barrow, Hanley, Mewhinney & Strauss Bolsters Portfolio with Strategic Stake in Xcel Energy","media":"GuruFocus","content":"<div>\n<p>Insight into the Latest 13F Filing for Q3 2024 Barrow, Hanley, Mewhinney & Strauss (Trades, Portfolio), under the leadership of Executive Director Mr. Barrow, has recently disclosed its 13F filing for...</p>\n\n<a href=\"https://www.gurufocus.com/news/2600915/barrow-hanley-mewhinney-strauss-bolsters-portfolio-with-strategic-stake-in-xcel-energy\">Source Link</a>\n\n</div>\n","source":"gurufocus_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Barrow, Hanley, Mewhinney & Strauss Bolsters Portfolio with Strategic Stake in Xcel Energy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBarrow, Hanley, Mewhinney & Strauss Bolsters Portfolio with Strategic Stake in Xcel Energy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-14 02:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.gurufocus.com/news/2600915/barrow-hanley-mewhinney-strauss-bolsters-portfolio-with-strategic-stake-in-xcel-energy><strong>GuruFocus</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Insight into the Latest 13F Filing for Q3 2024 Barrow, Hanley, Mewhinney & Strauss (Trades, Portfolio), under the leadership of Executive Director Mr. Barrow, has recently disclosed its 13F filing for...</p>\n\n<a href=\"https://www.gurufocus.com/news/2600915/barrow-hanley-mewhinney-strauss-bolsters-portfolio-with-strategic-stake-in-xcel-energy\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B29SXL02.USD","symbol_name":"FIRST SENTIER GLOBAL LISTED INFRASTRUCTURE \"I\" (USD) INC","start_time":0,"source_url":"https://www.gurufocus.com/news/2600915/barrow-hanley-mewhinney-strauss-bolsters-portfolio-with-strategic-stake-in-xcel-energy","article_id":"2483374855","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2483374855","pubTimestamp":1731520962,"sourceInfo":{"source_id":"gurufocus_highlight","name":"GuruFocus"},"weMediaInfo":null,"summary":"Insight into the Latest 13F Filing for Q3 2024 Barrow, Hanley, Mewhinney & Strauss (Trades, Portfolio), under the leadership of Executive Director Mr. Barrow, has recently disclosed its 13F filing for","collect":0,"end_time":0,"defaultTopTitle":"gurufocus.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00B29SXL02.USD":"FIRST SENTIER GLOBAL LISTED INFRASTRUCTURE \"I\" (USD) INC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","IE00B29SXK94.USD":"FIRST SENTIER GLOBAL LISTED INFRASTRUCTURE \"I\" (USD) ACC","XEL":"埃克西尔能源","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2637428348.USD":"NORDEA 1 GLOBAL SUSTAINABLE LISTED REAL ASSETS \"MP\" (USD) INC","BK4081":"电力公用事业","BK4588":"碎股"},"translate_title":"Barrow、Hanley、Mewhinney&Strauss通过持有Xcel Energy战略股份增强投资组合","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XEL":1},"content_text":"Insight into the Latest 13F Filing for Q3 2024 Barrow, Hanley, Mewhinney & Strauss (Trades, Portfolio), under the leadership of Executive Director Mr. Barrow, has recently disclosed its 13F filing for the third quarter of 2024. The Dallas-based investment firm, known for managing the Vanguard Windsor II and Selected Value Funds, adheres to a philosophy of investing in stocks with below-market price-to-earnings ratios, above-market dividend yields, and robust financial metrics. This approach has historically yielded significant returns, outperforming negative market trends with a 9.33% annual return over a decade ending March 31, 2010.New Strategic Acquisitions During the third quarter of 2024, Barrow, Hanley, Mewhinney & Strauss (Trades, Portfolio) expanded its portfolio by adding 59 new stocks. Noteworthy among these is the substantial investment in Xcel Energy Inc (XEL, Financial), purchasing 5,483,686 shares valued at approximately $358 million, making it 1.17% of the total portfolio. Other significant new holdings include Warner Music Group Corp (WMG, Financial) with 5,519,842 shares, and Amentum Holdings Inc (AMTM, Financial) with 3,225,967 shares.Significant Position Increases The firm also strategically increased its stakes in several key holdings. A notable adjustment was made in $Bank of America Corp(BAC-N)$ (BAC, Financial), where an additional 8,979,216 shares were acquired, resulting in a 280.63% increase in share count and impacting the portfolio by 1.16%. Another major increase was in Carnival Corp (CCL, Financial), with an additional 11,431,356 shares, marking a 45.84% rise in share count.Reductions in Portfolio Conversely, Barrow, Hanley, Mewhinney & Strauss (Trades, Portfolio) reduced its positions in 139 stocks. Significant reductions include Allstate Corp (ALL, Financial), where shares were cut by 70.5%, and DuPont de Nemours Inc (DD, Financial), with a 76.25% reduction in shares. These adjustments reflect the firm’s ongoing portfolio optimization strategy.Portfolio Overview and Sector Allocation As of the third quarter of 2024, the firm's portfolio comprises 327 stocks with top holdings in diverse sectors. Leading the portfolio are Air Products & Chemicals Inc (APD, Financial), Entergy Corp (ETR, Financial), and Enbridge Inc (ENB, Financial). The investments span across all 11 industries, with significant allocations in Industrials, Financial Services, and Technology.This detailed analysis of Barrow, Hanley, Mewhinney & Strauss (Trades, Portfolio)’s latest 13F filing highlights the firm's strategic adjustments and ongoing commitment to value investing, providing valuable insights for potential investors and market analysts.This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2483374855"}