RFP
XEL icon

Root Financial Partners’s Xcel Energy XEL Stock Holding History

Root Financial Partners’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 		– Sell
-1,541
Closed -$122K – 3216
2026
Q1 		$122K Buy
1,541
+104
+7% +$8.16K 0.01% 494
2025
Q4 		$106K Buy
1,437
+102
+8% +$8.04K 0.01% 444
2025
Q3 		$108K Buy
+1,335
New +$96.6K 0.01% 426

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

Root Financial Partners's XEL Position: Q2 2026 in Review

Root Financial Partners sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 1,541 shares — an estimated $122K sold.

Root Financial Partners first reported a position in XEL in Q3 2025 and held it in 3 quarters. The position peaked at $122K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Root Financial Partners reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,541 Xcel Energy shares in Q2 2026, an estimated $122K.
  • Root Financial Partners first reported a position in Xcel Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Xcel Energy position peaked at $122K in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.