Xcel Energy shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $914k | 11k | 80.65 |
| 2025-06-30 | $431k | 6.3k | 68.10 |
| 2025-03-31 | $434k | 6.1k | 70.79 |
| 2024-12-31 | $384k | 5.7k | 67.52 |
| 2024-09-30 | $344k | 5.3k | 65.31 |
| 2024-06-30 | $270k | 5.1k | 53.41 |
| 2023-03-31 | $269k | 4.0k | 67.44 |
| 2022-12-31 | $303k | 4.3k | 70.11 |
| 2019-03-31 | $26k | 454 | 57.27 |
| 2018-12-31 | $19k | 385 | 49.35 |
| 2018-09-30 | $11k | 238 | 46.22 |
| 2018-06-30 | $11k | 238 | 46.22 |
| 2018-03-31 | $10k | 238 | 42.02 |
| 2017-12-31 | $11k | 238 | 46.22 |