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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's XEL Position: Q1 2026 in Review

Root Financial Partners increased its Xcel Energy (XEL) stake by 7.2% in Q1 2026, buying an estimated $8.16K and bringing the position to 1,541 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #494.

Root Financial Partners first reported a position in XEL in Q3 2025 and has held it in 3 quarters since. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Root Financial Partners held 1,541 shares of Xcel Energy worth $122K as of Q1 2026.
  • Root Financial Partners bought 104 Xcel Energy shares in Q1 2026, an estimated $8.16K.
  • Xcel Energy made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #494 holding.
  • Root Financial Partners first reported a position in Xcel Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.