Legacy Capital Group California’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
$433K Buy
6,361
+62
+1% +$4.22K 0.12% 206
2025
Q1
$446K Buy
+6,299
New +$446K 0.16% 179