Zions Bancorporation, National Association’s Xcel Energy XEL Stock Holding History

Zions Bancorporation, National Association’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	$2.87M	Sell	35,721 -20,661	-37%	-$1.65M	0.17%	83
2026 Q1	$4.48M	Sell	56,382 -34,649	-38%	-$2.72M	0.29%	54
2025 Q4	$6.72M	Sell	91,031 -24,899	-21%	-$1.96M	0.31%	50
2025 Q3	$9.35M	Sell	115,930 -18,918	-14%	-$1.37M	0.46%	31
2025 Q2	$9.18M	Sell	134,848 -924	-0.7%	-$64.1K	0.49%	33
2025 Q1	$9.61M	Buy	+135,772	New	+$9.24M	0.61%	28

Other funds holding XEL

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Zions Bancorporation, National Association's XEL Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Xcel Energy (XEL) stake by 37% in Q2 2026, selling an estimated $1.65M and leaving 35,721 shares worth $2.87M. The position accounts for 0.17% of the portfolio, ranked #83.

Zions Bancorporation, National Association first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.61M in Q1 2025. 622 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Zions Bancorporation, National Association held 35,721 shares of Xcel Energy worth $2.87M as of Q2 2026.
Zions Bancorporation, National Association sold 20,661 Xcel Energy shares in Q2 2026, an estimated $1.65M.
Xcel Energy made up 0.17% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #83 holding.
Zions Bancorporation, National Association first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's Xcel Energy position peaked at $9.61M in Q1 2025.
622 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.