HIA
XEL icon

Harbor Investment Advisory’s Xcel Energy XEL Stock Holding History

Harbor Investment Advisory’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
Q2 		$80.7K Hold
1,005
– – 0.01% 619
2026
Q1 		$79.8K Sell
1,005
-97
-9% -$7.61K 0.01% 549
2025
Q4 		$81.4K Buy
1,102
+1,005
+1,036% +$79.3K 0.01% 554
2025
Q3 		$7.82K Hold
97
– – ﹤0.01% 940
2025
Q2 		$6.61K Hold
97
– – ﹤0.01% 961
2025
Q1 		$6.87K Hold
97
– – ﹤0.01% 941
2024
Q4 		$6.55K Hold
97
– – ﹤0.01% 940
2024
Q3 		$6.33K Sell
97
-3
-3% -$178 ﹤0.01% 949
2024
Q2 		$5.34K Buy
+100
New +$5.44K ﹤0.01% 961
2023
Q3 		– Sell
-1,469
Closed -$91.3K – 1355
2023
Q2 		$91.3K Hold
1,469
– – 0.01% 525
2023
Q1 		$99.1K Hold
1,469
– – 0.01% 497
2022
Q4 		$103K Hold
1,469
– – 0.02% 484
2022
Q3 		$94K Sell
1,469
-32
-2% -$2.33K 0.02% 489
2022
Q2 		$106K Buy
1,501
+58
+4% +$4.22K 0.02% 491
2022
Q1 		$104K Buy
1,443
+33
+2% +$2.27K 0.01% 529
2021
Q4 		$95K Hold
1,410
– – 0.01% 553
2021
Q3 		$88K Hold
1,410
– – 0.01% 563
2021
Q2 		$93K Hold
1,410
– – 0.01% 528
2021
Q1 		$94K Hold
1,410
– – 0.01% 501
2020
Q4 		$94K Buy
1,410
+436
+45% +$30.4K 0.02% 468
2020
Q3 		$67K Buy
974
+947
+3,507% +$64.6K 0.01% 435
2020
Q2 		$2K Buy
+27
New +$1.7K ﹤0.01% 1024

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return