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Legacy Financial Advisors’s Xcel Energy XEL Stock Holding History

Legacy Financial Advisors’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 		$869K Sell
10,827
-189
-2% -$15.1K 0.11% 153
2026
Q1 		$875K Buy
11,016
+86
+0.8% +$6.75K 0.12% 153
2025
Q4 		$807K Sell
10,930
-407
-4% -$32.1K 0.11% 154
2025
Q3 		$914K Buy
11,337
+5,007
+79% +$362K 0.13% 138
2025
Q2 		$431K Buy
6,330
+206
+3% +$14.3K 0.07% 220
2025
Q1 		$434K Buy
6,124
+442
+8% +$30.1K 0.07% 217
2024
Q4 		$384K Buy
5,682
+413
+8% +$27.7K 0.06% 237
2024
Q3 		$344K Buy
5,269
+206
+4% +$12.2K 0.06% 253
2024
Q2 		$270K Buy
+5,063
New +$275K 0.05% 272
2023
Q2 		– Sell
-3,987
Closed -$269K – 270
2023
Q1 		$269K Sell
3,987
-332
-8% -$22.4K 0.05% 203
2022
Q4 		$303K Buy
+4,319
New +$287K 0.07% 176
2019
Q2 		– Sell
-454
Closed -$26K – 922
2019
Q1 		$26K Buy
454
+69
+18% +$3.67K 0.01% 406
2018
Q4 		$19K Buy
385
+147
+62% +$7.37K 0.01% 429
2018
Q3 		$11K Hold
238
– – ﹤0.01% 503
2018
Q2 		$11K Hold
238
– – ﹤0.01% 506
2018
Q1 		$10K Hold
238
– – ﹤0.01% 485
2017
Q4 		$11K Buy
+238
New +$11.8K ﹤0.01% 458

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 Financial Advisors's XEL Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Xcel Energy (XEL) stake by 1.7% in Q2 2026, selling an estimated $15.1K and leaving 10,827 shares worth $869K. The position accounts for 0.11% of the portfolio, ranked #153.

Legacy Financial Advisors first reported a position in XEL in Q4 2017 and has held it in 17 quarters since. The position peaked at $914K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Legacy Financial Advisors held 10,827 shares of Xcel Energy worth $869K as of Q2 2026.
  • Legacy Financial Advisors sold 189 Xcel Energy shares in Q2 2026, an estimated $15.1K.
  • Xcel Energy made up 0.11% of Legacy Financial Advisors's portfolio in Q2 2026, its #153 holding.
  • Legacy Financial Advisors first reported a position in Xcel Energy in Q4 2017 and has held it in 17 quarters since.
  • Legacy Financial Advisors's Xcel Energy position peaked at $914K in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.