Legacy Wealth Management (Idaho)’s Xcel Energy XEL Stock Holding History

Legacy Wealth Management (Idaho)’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	$10.5K	Buy	+132	New	+$10.4K	0.01%	480

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s XEL Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in Xcel Energy (XEL) in Q1 2026: 132 shares worth $10.5K. The stake represents 0.01% of the portfolio and ranks #480 among its holdings.

1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Legacy Wealth Management (Idaho) held 132 shares of Xcel Energy worth $10.5K as of Q1 2026.
Xcel Energy was a new Legacy Wealth Management (Idaho) position in Q1 2026.
Xcel Energy made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #480 holding.
1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.