Zurich Cantonal Bank
XEL icon

Zurich Cantonal Bank’s Xcel Energy XEL Stock Holding History

Zurich Cantonal 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
2026
Q2 		$12.8M Sell
159,897
-61,224
-28% -$4.89M 0.02% 432
2026
Q1 		$17.6M Sell
221,121
-3,171
-1% -$249K 0.04% 377
2025
Q4 		$16.6M Buy
224,292
+23,628
+12% +$1.86M 0.04% 383
2025
Q3 		$16.2M Buy
200,664
+19,386
+11% +$1.4M 0.04% 369
2025
Q2 		$12.3M Buy
181,278
+7,230
+4% +$501K 0.03% 416
2025
Q1 		$12.3M Sell
174,048
-15,880
-8% -$1.08M 0.04% 406
2024
Q4 		$12.8M Buy
189,928
+5,128
+3% +$344K 0.04% 383
2024
Q3 		$12.1M Sell
184,800
-18,688
-9% -$1.11M 0.04% 386
2024
Q2 		$10.9M Sell
203,488
-141,600
-41% -$7.7M 0.04% 392
2024
Q1 		$18.5M Buy
345,088
+176,313
+104% +$10.1M 0.07% 275
2023
Q4 		$10.4M Sell
168,775
-3,819
-2% -$229K 0.04% 378
2023
Q3 		$9.88M Buy
172,594
+8,242
+5% +$495K 0.04% 341
2023
Q2 		$10.2M Buy
164,352
+8,086
+5% +$540K 0.05% 349
2023
Q1 		$10.5M Sell
156,266
-15,973
-9% -$1.08M 0.05% 326
2022
Q4 		$12.1M Sell
172,239
-30,681
-15% -$2.04M 0.06% 281
2022
Q3 		$13M Buy
202,920
+20,524
+11% +$1.49M 0.08% 239
2022
Q2 		$12.9M Buy
182,396
+21,910
+14% +$1.59M 0.08% 252
2022
Q1 		$11.6M Sell
160,486
-1,020
-0.6% -$70.1K 0.06% 313
2021
Q4 		$10.9M Buy
161,506
+23,351
+17% +$1.52M 0.05% 328
2021
Q3 		$8.63M Sell
138,155
-20,364
-13% -$1.38M 0.05% 365
2021
Q2 		$10.4M Buy
158,519
+25,739
+19% +$1.79M 0.06% 309
2021
Q1 		$8.83M Sell
132,780
-26,284
-17% -$1.66M 0.05% 343
2020
Q4 		$10.6M Buy
159,064
+27,854
+21% +$1.94M 0.06% 293
2020
Q3 		$9.05M Buy
131,210
+3,200
+2% +$218K 0.06% 280
2020
Q2 		$8M Buy
128,010
+12,295
+11% +$775K 0.07% 265
2020
Q1 		$6.98M Buy
115,715
+4,001
+4% +$261K 0.07% 294
2019
Q4 		$7.09M Sell
111,714
-1,499
-1% -$93.8K 0.05% 361
2019
Q3 		$7.35M Buy
113,213
+1,183
+1% +$73.7K 0.06% 331
2019
Q2 		$6.67M Buy
112,030
+4,373
+4% +$251K 0.06% 357
2019
Q1 		$6.05M Buy
107,657
+433
+0.4% +$23K 0.05% 363
2018
Q4 		$5.28M Buy
107,224
+1,534
+1% +$76.9K 0.05% 364
2018
Q3 		$4.99M Sell
105,690
-13,487
-11% -$637K 0.04% 431
2018
Q2 		$5.44M Buy
119,177
+1,001
+0.8% +$44.8K 0.05% 402
2018
Q1 		$5.38M Buy
118,176
+14,916
+14% +$665K 0.05% 399
2017
Q4 		$4.97M Sell
103,260
-259
-0.3% -$12.9K 0.04% 410
2017
Q3 		$4.9M Sell
103,519
-4,768
-4% -$229K 0.05% 408
2017
Q2 		$4.97M Sell
108,287
-539
-0.5% -$24.8K 0.05% 400
2017
Q1 		$4.84M Hold
108,826
– – 0.05% 410
2016
Q4 		$4.43M Sell
108,826
-21,752
-17% -$870K 0.05% 424
2016
Q3 		$5.37M Buy
130,578
+42,803
+49% +$1.83M 0.06% 368
2016
Q2 		$3.93M Sell
87,775
-2,566
-3% -$106K 0.05% 376
2016
Q1 		$3.78M Buy
90,341
+8,938
+11% +$348K 0.05% 377
2015
Q4 		$2.92M Sell
81,403
-14,333
-15% -$512K 0.04% 440
2015
Q3 		$3.39M Buy
95,736
+4,462
+5% +$152K 0.05% 380
2015
Q2 		$2.94M Sell
91,274
-2,754
-3% -$92.6K 0.04% 412
2015
Q1 		$3.27M Sell
94,028
-43,384
-32% -$1.55M 0.05% 384
2014
Q4 		$4.94M Sell
137,412
-943
-0.7% -$31.7K 0.15% 160
2014
Q3 		$4.21M Buy
138,355
+5,800
+4% +$181K 0.14% 174
2014
Q2 		$4.27M Buy
132,555
+51,946
+64% +$1.61M 0.13% 200
2014
Q1 		$2.45M Buy
80,609
+17,655
+28% +$515K 0.08% 299
2013
Q4 		$1.76M Sell
62,954
-24,001
-28% -$678K 0.06% 356
2013
Q3 		$2.4M Sell
86,955
-5,553
-6% -$159K 0.08% 268
2013
Q2 		$2.62M Buy
+92,508
New +$2.76M 0.09% 214

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Zurich Cantonal Bank's XEL Position: Q2 2026 in Review

Zurich Cantonal Bank reduced its Xcel Energy (XEL) stake by 28% in Q2 2026, selling an estimated $4.89M and leaving 159,897 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #432.

Zurich Cantonal Bank first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.5M in Q1 2024. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Zurich Cantonal Bank held 159,897 shares of Xcel Energy worth $12.8M as of Q2 2026.
  • Zurich Cantonal Bank sold 61,224 Xcel Energy shares in Q2 2026, an estimated $4.89M.
  • Xcel Energy made up 0.02% of Zurich Cantonal Bank's portfolio in Q2 2026, its #432 holding.
  • Zurich Cantonal Bank first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
  • Zurich Cantonal Bank's Xcel Energy position peaked at $18.5M in Q1 2024.
  • 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.