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Legacy Capital Group California’s Xcel Energy XEL Stock Holding History

Legacy Capital Group California’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
Q1 		$395K Sell
4,971
-1,280
-20% -$100K 0.15% 205
2025
Q4 		$462K Sell
6,251
-40
-0.6% -$3.15K 0.11% 224
2025
Q3 		$507K Sell
6,291
-70
-1% -$5.06K 0.13% 203
2025
Q2 		$433K Buy
6,361
+62
+1% +$4.3K 0.12% 206
2025
Q1 		$446K Buy
+6,299
New +$429K 0.16% 179

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Capital Group California's XEL Position: Q1 2026 in Review

Legacy Capital Group California reduced its Xcel Energy (XEL) stake by 20% in Q1 2026, selling an estimated $100K and leaving 4,971 shares worth $395K. The position accounts for 0.15% of the portfolio, ranked #205.

Legacy Capital Group California first reported a position in XEL in Q1 2025 and has held it in 5 quarters since. The position peaked at $507K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Legacy Capital Group California held 4,971 shares of Xcel Energy worth $395K as of Q1 2026.
  • Legacy Capital Group California sold 1,280 Xcel Energy shares in Q1 2026, an estimated $100K.
  • Xcel Energy made up 0.15% of Legacy Capital Group California's portfolio in Q1 2026, its #205 holding.
  • Legacy Capital Group California first reported a position in Xcel Energy in Q1 2025 and has held it in 5 quarters since.
  • Legacy Capital Group California's Xcel Energy position peaked at $507K in Q3 2025.
  • 1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.