TLA
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Tanglewood Legacy Advisors’s Xcel Energy XEL Stock Holding History

Tanglewood 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
2026
Q2 		$32.9K Hold
410
– – 0.01% 187
2026
Q1 		$32.6K Hold
410
– – 0.01% 182
2025
Q4 		$30.3K Hold
410
– – 0.01% 190
2025
Q3 		$33.1K Hold
410
– – 0.01% 196
2025
Q2 		$27.9K Hold
410
– – 0.01% 205
2025
Q1 		$29K Hold
410
– – 0.01% 204
2024
Q4 		$27.7K Hold
410
– – 0.01% 206
2024
Q3 		$26.8K Hold
410
– – 0.01% 197
2024
Q2 		$21.9K Hold
410
– – 0.01% 208
2024
Q1 		$22K Hold
410
– – 0.01% 214
2023
Q4 		$25.4K Hold
410
– – 0.01% 193
2023
Q3 		$23.5K Hold
410
– – 0.01% 202
2023
Q2 		$25.5K Hold
410
– – 0.01% 196
2023
Q1 		$27.6K Hold
410
– – 0.02% 189
2022
Q4 		$28.7K Buy
+410
New +$27.3K 0.02% 164

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

Tanglewood Legacy Advisors's XEL Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Xcel Energy (XEL) position steady in Q2 2026 at 410 shares worth $32.9K. The position accounts for 0.01% of the portfolio, ranked #187.

Tanglewood Legacy Advisors first reported a position in XEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $33.1K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Tanglewood Legacy Advisors held 410 shares of Xcel Energy worth $32.9K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #187 holding.
  • Tanglewood Legacy Advisors first reported a position in Xcel Energy in Q4 2022 and has held it in 15 quarters since.
  • Tanglewood Legacy Advisors's Xcel Energy position peaked at $33.1K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.