ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
BankPosition in XEL — Xcel Energy Inc
CIK 109380
SALT LAKE CITY, UT
Position in XEL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,868,396
-$1,610,590 QoQ
Shares Held
35,721
-36.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#369
of 1,278 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ holds $39,300,753 across 27 Utilities - Regulated Electric names. XEL ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
|
175,908 | $8,362,666 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
60,921 | $7,113,745 | |
| 3 | NGG |
National Grid PLC
|
80,498 | $6,670,869 | |
| 4 | DUK |
Duke Energy CORP
|
42,530 | $5,383,447 | |
| 5 | PPL |
PPL Corp
|
116,440 | $4,232,594 | |
| 6 | XEL |
Xcel Energy Inc
This page
|
35,721 | $2,868,396 | |
| 7 | SO |
Southern Co
|
22,825 | $2,184,580 | |
| 8 | NEE |
Nextera Energy Inc
|
9,573 | $840,222 |
All Filings in XEL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,868,396 | 35,721 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,478,986 | 56,382 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,723,549 | 91,031 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,349,754 | 115,930 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,183,148 | 134,848 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $9,611,299 | 135,772 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||