Legacy Financial Group (Iowa)
XEL icon

Legacy Financial Group (Iowa)’s Xcel Energy XEL Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-1,372
Closed -$78.5K – 521
2023
Q3 		$78.5K Buy
+1,372
New +$82.5K 0.02% 150

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Financial Group (Iowa)'s XEL Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Xcel Energy (XEL) in Q4 2023, closing a stake of 1,372 shares — an estimated $78.5K sold.

Legacy Financial Group (Iowa) first reported a position in XEL in Q3 2023 and held it in 1 quarter. The position peaked at $78.5K in Q3 2023. 1,017 funds tracked by Wall St. Rank hold XEL as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Xcel Energy position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,372 Xcel Energy shares in Q4 2023, an estimated $78.5K.
  • Legacy Financial Group (Iowa) first reported a position in Xcel Energy in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Xcel Energy position peaked at $78.5K in Q3 2023.
  • 1,017 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.