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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-79
Closed -$5.59K 672
2025
Q1
$5.59K Buy
+79
New +$5.59K ﹤0.01% 288