LCGC
XEL icon

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
Q2 		$390K Sell
4,861
-110
-2% -$8.78K 0.12% 236
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Legacy Capital Group California's XEL Position: Q2 2026 in Review

Legacy Capital Group California reduced its Xcel Energy (XEL) stake by 2.2% in Q2 2026, selling an estimated $8.78K and leaving 4,861 shares worth $390K. The position accounts for 0.12% of the portfolio, ranked #236.

Legacy Capital Group California first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $507K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Legacy Capital Group California held 4,861 shares of Xcel Energy worth $390K as of Q2 2026.
  • Legacy Capital Group California sold 110 Xcel Energy shares in Q2 2026, an estimated $8.78K.
  • Xcel Energy made up 0.12% of Legacy Capital Group California's portfolio in Q2 2026, its #236 holding.
  • Legacy Capital Group California first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
  • Legacy Capital Group California's Xcel Energy position peaked at $507K in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.