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Legacy Wealth Asset Management’s Xcel Energy XEL Stock Holding History

Legacy Wealth Asset Management’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 		$668K Buy
8,318
+31
+0.4% +$2.47K 0.15% 214
2026
Q1 		$658K Buy
8,287
+25
+0.3% +$1.96K 0.16% 216
2025
Q4 		$610K Buy
8,262
+5
+0.1% +$394 0.15% 225
2025
Q3 		$666K Buy
8,257
+55
+0.7% +$3.98K 0.16% 203
2025
Q2 		$559K Sell
8,202
-67
-0.8% -$4.65K 0.14% 227
2025
Q1 		$585K Buy
8,269
+623
+8% +$42.4K 0.16% 210
2024
Q4 		$516K Sell
7,646
-7
-0.1% -$470 0.14% 236
2024
Q3 		$500K Sell
7,653
-44
-0.6% -$2.61K 0.13% 246
2024
Q2 		$411K Buy
7,697
+259
+3% +$14.1K 0.12% 265
2024
Q1 		$400K Buy
+7,438
New +$425K 0.11% 264

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 Wealth Asset Management's XEL Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Xcel Energy (XEL) stake by 0.37% in Q2 2026, buying an estimated $2.47K and bringing the position to 8,318 shares worth $668K. The position accounts for 0.15% of the portfolio, ranked #214.

Legacy Wealth Asset Management first reported a position in XEL in Q1 2024 and has held it in 10 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Legacy Wealth Asset Management held 8,318 shares of Xcel Energy worth $668K as of Q2 2026.
  • Legacy Wealth Asset Management bought 31 Xcel Energy shares in Q2 2026, an estimated $2.47K.
  • Xcel Energy made up 0.15% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #214 holding.
  • Legacy Wealth Asset Management first reported a position in Xcel Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.