James Hambro & Partners’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 | $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% | -$1.31K | 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% | -$18.1K | 0.06% | 43 |
|
|
2019
Q4 | $362K | Hold |
5,700
| – | – | 0.06% | 44 |
|
|
2019
Q3 | $370K | Buy |
+5,700
| New | +$370K | 0.07% | 38 |
|
|
2019
Q1 | $320K | Hold |
5,700
| – | – | 0.09% | 40 |
|
|
2018
Q4 | $281K | Buy |
+5,700
| New | +$281K | 0.11% | 38 |
|