Halbert Hargrove Global Advisors’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$316 Buy
+4
New +$319 ﹤0.01% 594
2025
Q4
Sell
-85
Closed -$6.86K 752
2025
Q3
$6.86K Buy
+85
New +$6.15K ﹤0.01% 379
2025
Q2
Sell
-79
Closed -$5.59K 672
2025
Q1
$5.59K Buy
+79
New +$5.38K ﹤0.01% 300

Other funds holding XEL

Halbert Hargrove Global Advisors's XEL Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Xcel Energy (XEL) in Q2 2026: 4 shares worth $316. The stake represents ﹤0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in XEL as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in XEL in Q1 2025 and has held it in 3 quarters since. The position peaked at $6.86K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Halbert Hargrove Global Advisors held 4 shares of Xcel Energy worth $316 as of Q2 2026.
  • Xcel Energy was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #594 holding.
  • Halbert Hargrove Global Advisors first reported a position in Xcel Energy in Q1 2025 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's Xcel Energy position peaked at $6.86K in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.