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 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	–	923
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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $1.47T 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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return