Root Financial Partners
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
Q3 		$112K Buy
+1,583
New +$122K ﹤0.01% 685
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Root Financial Partners's XEL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Xcel Energy (XEL) in Q3 2026: 1,583 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #685 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in XEL as recently as Q1 2026.

Root Financial Partners first reported a position in XEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $122K in Q1 2026. 1,050 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Root Financial Partners held 1,583 shares of Xcel Energy worth $112K as of Q3 2026.
  • Xcel Energy was a new Root Financial Partners position in Q3 2026.
  • Xcel Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #685 holding.
  • Root Financial Partners first reported a position in Xcel Energy in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Xcel Energy position peaked at $122K in Q1 2026.
  • 1,050 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.