Halbert Hargrove Global Advisors
XEL icon

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

Halbert Hargrove Global Advisors’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4
Closed -$316 – 704
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Halbert Hargrove Global Advisors's XEL Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Xcel Energy (XEL) in Q3 2026, closing a stake of 4 shares — an estimated $316 sold.

Halbert Hargrove Global Advisors first reported a position in XEL in Q1 2025 and held it in 3 quarters. The position peaked at $6.86K in Q3 2025. 453 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Xcel Energy position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 4 Xcel Energy shares in Q3 2026, an estimated $316.
  • Halbert Hargrove Global Advisors first reported a position in Xcel Energy in Q1 2025 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Xcel Energy position peaked at $6.86K in Q3 2025.
  • 453 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.