MLA
XEL icon

My Legacy Advisors’s Xcel Energy XEL Stock Holding History

My Legacy 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
2025
Q2 		$434K Buy
6,346
+2,233
+54% +$155K 0.15% 150
2025
Q1 		$291K Buy
+4,113
New +$280K 0.11% 176

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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 $1.56T AUM 27.86% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

My Legacy Advisors's XEL Position: Q2 2025 in Review

My Legacy Advisors increased its Xcel Energy (XEL) stake by 54% in Q2 2025, buying an estimated $155K and bringing the position to 6,346 shares worth $434K. The position accounts for 0.15% of the portfolio, ranked #150.

My Legacy Advisors first reported a position in XEL in Q1 2025 and has held it in 2 quarters since. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • My Legacy Advisors held 6,346 shares of Xcel Energy worth $434K as of Q2 2025.
  • My Legacy Advisors bought 2,233 Xcel Energy shares in Q2 2025, an estimated $155K.
  • Xcel Energy made up 0.15% of My Legacy Advisors's portfolio in Q2 2025, its #150 holding.
  • My Legacy Advisors first reported a position in Xcel Energy in Q1 2025 and has held it in 2 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.