Zions Bancorporation’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.89M | Buy |
131,594
+12,708
| +11% | +$852K | 0.56% | 26 |
|
|
2024
Q3 | $7.76M | Sell |
118,886
-2,835
| -2% | -$168K | 0.57% | 25 |
|
|
2024
Q2 | $6.5M | Buy |
121,721
+60,713
| +100% | +$3.3M | 0.52% | 30 |
|
|
2024
Q1 | $3.28M | Buy |
61,008
+1,278
| +2% | +$73K | 0.24% | 76 |
|
|
2023
Q4 | $3.7M | Buy |
59,730
+42,489
| +246% | +$2.55M | 0.25% | 69 |
|
|
2023
Q3 | $987K | Buy |
17,241
+14,300
| +486% | +$860K | 0.09% | 185 |
|
|
2023
Q2 | $183K | Sell |
2,941
-62
| -2% | -$4.14K | 0.02% | 311 |
|
|
2023
Q1 | $203K | Sell |
3,003
-10
| -0.3% | -$675 | 0.02% | 309 |
|
|
2022
Q4 | $211K | Sell |
3,013
-309
| -9% | -$20.6K | 0.02% | 308 |
|
|
2022
Q3 | $213K | Sell |
3,322
-59
| -2% | -$4.29K | 0.02% | 300 |
|
|
2022
Q2 | $239K | Buy |
3,381
+184
| +6% | +$13.4K | 0.02% | 297 |
|
|
2022
Q1 | $231K | Buy |
3,197
+186
| +6% | +$12.8K | 0.02% | 311 |
|
|
2021
Q4 | $204K | Buy |
3,011
+55
| +2% | +$3.58K | 0.02% | 304 |
|
|
2021
Q3 | $185K | Buy |
2,956
+2,560
| +646% | +$173K | 0.02% | 304 |
|
|
2021
Q2 | $26K | Buy |
396
+15
| +4% | +$1.04K | ﹤0.01% | 537 |
|
|
2021
Q1 | $25K | Sell |
381
-63
| -14% | -$3.98K | ﹤0.01% | 540 |
|
|
2020
Q4 | $30K | Sell |
444
-22
| -5% | -$1.53K | ﹤0.01% | 487 |
|
|
2020
Q3 | $32K | Hold |
466
| – | – | ﹤0.01% | 453 |
|
|
2020
Q2 | $29K | Sell |
466
-13
| -3% | -$819 | ﹤0.01% | 421 |
|
|
2020
Q1 | $29K | Buy |
479
+13
| +3% | +$847 | 0.01% | 393 |
|
|
2019
Q4 | $30K | Sell |
466
-12
| -3% | -$751 | ﹤0.01% | 520 |
|
|
2019
Q3 | $31K | Hold |
478
| – | – | ﹤0.01% | 512 |
|
|
2019
Q2 | $28K | Buy |
478
+10
| +2% | +$575 | ﹤0.01% | 492 |
|
|
2019
Q1 | $26K | Sell |
468
-7
| -1% | -$372 | ﹤0.01% | 538 |
|
|
2018
Q4 | $23K | Sell |
475
-29
| -6% | -$1.45K | 0.02% | 253 |
|
|
2018
Q3 | $24K | Buy |
504
+26
| +5% | +$1.23K | 0.01% | 448 |
|
|
2018
Q2 | $22K | Hold |
478
| – | – | 0.02% | 270 |
|
|
2018
Q1 | $22K | Buy |
+478
| New | +$21.3K | ﹤0.01% | 339 |
|
|
2017
Q4 | – | Sell |
-452
| Closed | -$21K | – | 985 |
|
|
2017
Q3 | $21K | Buy |
452
+325
| +256% | +$15.6K | ﹤0.01% | 727 |
|
|
2017
Q2 | $6K | Sell |
127
-74
| -37% | -$3.41K | ﹤0.01% | 423 |
|
|
2017
Q1 | $9K | Sell |
201
-213
| -51% | -$9.03K | ﹤0.01% | 397 |
|
|
2016
Q4 | $17K | Buy |
414
+212
| +105% | +$8.48K | ﹤0.01% | 415 |
|
|
2016
Q3 | $8K | Buy |
202
+1
| +0.5% | +$43 | ﹤0.01% | 534 |
|
|
2016
Q2 | $9K | Hold |
201
| – | – | ﹤0.01% | 466 |
|
|
2016
Q1 | $8K | Sell |
201
-16
| -7% | -$624 | ﹤0.01% | 572 |
|
|
2015
Q4 | $9K | Buy |
217
+16
| +8% | +$571 | ﹤0.01% | 518 |
|
|
2015
Q3 | $7K | Buy |
+201
| New | +$6.83K | ﹤0.01% | 557 |
|
|
2015
Q2 | – | Sell |
-217
| Closed | -$8K | – | 751 |
|
|
2015
Q1 | $8K | Buy |
+217
| New | +$7.76K | ﹤0.01% | 574 |
|
Other funds holding XEL
Zions Bancorporation's XEL Position: Q4 2024 in Review
Zions Bancorporation increased its Xcel Energy (XEL) stake by 11% in Q4 2024, buying an estimated $852K and bringing the position to 131,594 shares worth $8.89M. The position accounts for 0.56% of the portfolio, ranked #26.
Zions Bancorporation first reported a position in XEL in Q1 2015 and has held it in 38 quarters since. 1,113 funds tracked by Wall St. Rank hold XEL as of Q4 2024.
- Zions Bancorporation held 131,594 shares of Xcel Energy worth $8.89M as of Q4 2024.
- Zions Bancorporation bought 12,708 Xcel Energy shares in Q4 2024, an estimated $852K.
- Xcel Energy made up 0.56% of Zions Bancorporation's portfolio in Q4 2024, its #26 holding.
- Zions Bancorporation first reported a position in Xcel Energy in Q1 2015 and has held it in 38 quarters since.
- 1,113 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.
Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.