James Hambro & Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $436K | Hold |
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|
2025
Q2 | $368K | Hold |
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|
2025
Q1 | $382K | Hold |
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|
2024
Q4 | $365K | Hold |
|
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|
2024
Q3 | $353K | Hold |
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|
2024
Q2 | $289K | Hold |
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|
2024
Q1 | $290K | Hold |
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|
2023
Q4 | $334K | Hold |
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|
2023
Q3 | $309K | Hold |
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|
2023
Q2 | $336K | Sell |
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|
2023
Q1 | $366K | Buy |
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|
2022
Q4 | $379K | Hold |
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|
2022
Q3 | $345K | Hold |
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|
2022
Q2 | $382K | Hold |
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|
2022
Q1 | $390K | Hold |
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|
2021
Q4 | $366K | Hold |
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|
2021
Q3 | $337K | Hold |
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|
2021
Q2 | $356K | Hold |
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|
2021
Q1 | $359K | Hold |
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|
2020
Q4 | $360K | Hold |
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|
2020
Q3 | $373K | Hold |
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|
2020
Q2 | $337K | Hold |
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|
2020
Q1 | $326K | Sell |
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|
2019
Q4 | $362K | Hold |
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|
2019
Q3 | $370K | Buy |
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|
2019
Q1 | $320K | Hold |
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|
2018
Q4 | $281K | Buy |
|