Position in XEL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$667,935
+$9,616 QoQ
Shares Held
8,318
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#623
of 1,278 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $5,057,173 across 7 Utilities - Regulated Electric names. XEL ranks #6 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
12,466 | $851,303 | |
| 2 | DUK |
Duke Energy CORP
|
6,640 | $840,491 | |
| 3 | NEE |
Nextera Energy Inc
|
9,574 | $840,309 | |
| 4 | SO |
Southern Co
|
8,742 | $836,696 | |
| 5 | NGG |
National Grid PLC
|
9,772 | $809,805 | |
| 6 | XEL |
Xcel Energy Inc
This page
|
8,318 | $667,935 | |
| 7 | NWE |
NorthWestern Energy Group, Inc.
|
2,941 | $210,634 |
All Filings in XEL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,935 | 8,318 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $658,319 | 8,287 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $610,231 | 8,262 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $665,927 | 8,257 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $558,556 | 8,202 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $585,362 | 8,269 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $516,257 | 7,646 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $499,740 | 7,653 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $411,096 | 7,697 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $399,792 | 7,438 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||