James Hambro & Partners’s Xcel Energy XEL Stock Holding History

James Hambro & Partners’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	-3,425	Closed	-$275K	–	76
2026 Q2	$275K	Hold	3,425	–	–	0.01%	63
2026 Q1	$272K	Sell	3,425 -1,650	-33%	-$129K	0.01%	49
2025 Q4	$375K	Sell	5,075 -325	-6%	-$25.6K	0.01%	44
2025 Q3	$436K	Hold	5,400	–	–	0.02%	43
2025 Q2	$368K	Hold	5,400	–	–	0.01%	43
2025 Q1	$382K	Hold	5,400	–	–	0.02%	46
2024 Q4	$365K	Hold	5,400	–	–	0.01%	48
2024 Q3	$353K	Hold	5,400	–	–	0.01%	49
2024 Q2	$289K	Hold	5,400	–	–	0.01%	50
2024 Q1	$290K	Hold	5,400	–	–	0.01%	48
2023 Q4	$334K	Hold	5,400	–	–	0.02%	45
2023 Q3	$309K	Hold	5,400	–	–	0.02%	48
2023 Q2	$336K	Sell	5,400 -21	-0.4%	-$1.4K	0.02%	48
2023 Q1	$366K	Buy	5,421 +21	+0.4%	+$1.42K	0.03%	50
2022 Q4	$379K	Hold	5,400	–	–	0.03%	51
2022 Q3	$345K	Hold	5,400	–	–	0.03%	51
2022 Q2	$382K	Hold	5,400	–	–	0.03%	46
2022 Q1	$390K	Hold	5,400	–	–	0.03%	51
2021 Q4	$366K	Hold	5,400	–	–	0.02%	58
2021 Q3	$337K	Hold	5,400	–	–	0.03%	70
2021 Q2	$356K	Hold	5,400	–	–	0.03%	70
2021 Q1	$359K	Hold	5,400	–	–	0.03%	70
2020 Q4	$360K	Hold	5,400	–	–	0.04%	59
2020 Q3	$373K	Hold	5,400	–	–	0.05%	42
2020 Q2	$337K	Hold	5,400	–	–	0.05%	46
2020 Q1	$326K	Sell	5,400 -300	-5%	-$19.6K	0.06%	43
2019 Q4	$362K	Hold	5,700	–	–	0.06%	44
2019 Q3	$370K	Buy	+5,700	New	+$355K	0.07%	38
2019 Q1	$320K	Hold	5,700	–	–	0.09%	40
2018 Q4	$281K	Buy	+5,700	New	+$286K	0.11%	38

Other funds holding XEL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

James Hambro & Partners's XEL Position: Q3 2026 in Review

James Hambro & Partners sold out of Xcel Energy (XEL) in Q3 2026, closing a stake of 3,425 shares — an estimated $275K sold.

James Hambro & Partners first reported a position in XEL in Q4 2018 and held it in 30 quarters. The position peaked at $436K in Q3 2025. 695 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

James Hambro & Partners reported no remaining Xcel Energy position as of Q3 2026 after selling out during the quarter.
James Hambro & Partners sold 3,425 Xcel Energy shares in Q3 2026, an estimated $275K.
James Hambro & Partners first reported a position in Xcel Energy in Q4 2018 and held it in 30 quarters.
James Hambro & Partners's Xcel Energy position peaked at $436K in Q3 2025.
695 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on James Hambro & Partners's 13F filing for Q3 2026, filed 19 Oct 2026.