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HTLF Bank’s Xcel Energy XEL Stock Holding History

HTLF Bank’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
2024
Q4 		$212K Sell
3,145
-302
-9% -$20.3K 0.02% 204
2024
Q3 		$225K Buy
+3,447
New +$204K 0.02% 204
2024
Q1 		– Sell
-3,447
Closed -$213K – 258
2023
Q4 		$213K Buy
+3,447
New +$207K 0.03% 204

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

HTLF Bank's XEL Position: Q4 2024 in Review

HTLF Bank reduced its Xcel Energy (XEL) stake by 8.8% in Q4 2024, selling an estimated $20.3K and leaving 3,145 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #204.

HTLF Bank first reported a position in XEL in Q4 2023 and has held it in 3 quarters since. The position peaked at $225K in Q3 2024. 1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • HTLF Bank held 3,145 shares of Xcel Energy worth $212K as of Q4 2024.
  • HTLF Bank sold 302 Xcel Energy shares in Q4 2024, an estimated $20.3K.
  • Xcel Energy made up 0.02% of HTLF Bank's portfolio in Q4 2024, its #204 holding.
  • HTLF Bank first reported a position in Xcel Energy in Q4 2023 and has held it in 3 quarters since.
  • HTLF Bank's Xcel Energy position peaked at $225K in Q3 2024.
  • 1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.