Harbour Investment Management’s Xcel Energy XEL Stock Holding History

Harbour Investment Management’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
2023 Q3	–	Sell	-5,847	Closed	-$367K	–	79
2023 Q2	$367K	Hold	5,847	–	–	0.19%	65
2023 Q1	$397K	Hold	5,847	–	–	0.22%	61
2022 Q4	$413K	Hold	5,847	–	–	0.24%	60
2022 Q3	$377K	Sell	5,847 -300	-5%	-$21.8K	0.24%	60
2022 Q2	$435K	Hold	6,147	–	–	0.26%	59
2022 Q1	$444K	Hold	6,147	–	–	0.22%	62
2021 Q4	$416K	Hold	6,147	–	–	0.19%	62
2021 Q3	$384K	Hold	6,147	–	–	0.19%	65
2021 Q2	$405K	Hold	6,147	–	–	0.2%	66
2021 Q1	$409K	Sell	6,147 -435	-7%	-$27.5K	0.22%	62
2020 Q4	$439K	Hold	6,582	–	–	0.25%	58
2020 Q3	$454K	Hold	6,582	–	–	0.28%	55
2020 Q2	$411K	Hold	6,582	–	–	0.29%	58
2020 Q1	$397K	Hold	6,582	–	–	0.32%	57
2019 Q4	$418K	Hold	6,582	–	–	0.28%	60
2019 Q3	$427K	Hold	6,582	–	–	0.3%	57
2019 Q2	$392K	Hold	6,582	–	–	0.28%	58
2019 Q1	$370K	Hold	6,582	–	–	0.27%	57
2018 Q4	$324K	Buy	6,582 +435	+7%	+$21.8K	0.27%	58
2018 Q3	$290K	Hold	6,147	–	–	0.21%	60
2018 Q2	$281K	Hold	6,147	–	–	0.22%	60
2018 Q1	$280K	Hold	6,147	–	–	0.21%	62
2017 Q4	$296K	Sell	6,147 -100	-2%	-$4.96K	0.21%	64
2017 Q3	$296K	Sell	6,247 -182	-3%	-$8.73K	0.21%	64
2017 Q2	$295K	Hold	6,429	–	–	0.22%	64
2017 Q1	$286K	Hold	6,429	–	–	0.21%	65
2016 Q4	$262K	Hold	6,429	–	–	0.2%	67
2016 Q3	$264K	Hold	6,429	–	–	0.2%	69
2016 Q2	$288K	Buy	+6,429	New	+$266K	0.22%	69

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Harbour Investment Management's XEL Position: Q3 2023 in Review

Harbour Investment Management sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 5,847 shares — an estimated $367K sold.

Harbour Investment Management first reported a position in XEL in Q2 2016 and held it in 29 quarters. The position peaked at $454K in Q3 2020. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

Harbour Investment Management reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
Harbour Investment Management sold 5,847 Xcel Energy shares in Q3 2023, an estimated $367K.
Harbour Investment Management first reported a position in Xcel Energy in Q2 2016 and held it in 29 quarters.
Harbour Investment Management's Xcel Energy position peaked at $454K in Q3 2020.
926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Harbour Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.