Xcel Energy shares owned by Legacy Wealth Asset Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Legacy Wealth Asset Management
from 13F filings
Historical chart of Legacy Wealth Asset Management investment in Xcel Energy
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All positions including Xcel Energy held by Legacy Wealth Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Xcel Energy by Legacy Wealth Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $666k | 8.3k | 80.65 |
| 2025-06-30 | $559k | 8.2k | 68.10 |
| 2025-03-31 | $585k | 8.3k | 70.79 |
| 2024-12-31 | $516k | 7.6k | 67.52 |
| 2024-06-30 | $411k | 7.7k | 53.41 |
| 2024-03-31 | $400k | 7.4k | 53.75 |
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