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 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

James Hambro & Partners's XEL Position: Q2 2026 in Review

James Hambro & Partners held its Xcel Energy (XEL) position steady in Q2 2026 at 3,425 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #63.

James Hambro & Partners first reported a position in XEL in Q4 2018 and has held it in 30 quarters since. The position peaked at $436K in Q3 2025. 522 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

James Hambro & Partners held 3,425 shares of Xcel Energy worth $275K as of Q2 2026.
James Hambro & Partners left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.01% of James Hambro & Partners's portfolio in Q2 2026, its #63 holding.
James Hambro & Partners first reported a position in Xcel Energy in Q4 2018 and has held it in 30 quarters since.
James Hambro & Partners's Xcel Energy position peaked at $436K in Q3 2025.
522 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on James Hambro & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.