Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
XEL icon

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Xcel Energy XEL Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 		$14.7M Sell
182,456
-18,325
-9% -$1.46M 0.02% 513
2026
Q1 		$16M Sell
200,781
-3,756
-2% -$295K 0.03% 418
2025
Q4 		$15.1M Buy
204,537
+11,123
+6% +$877K 0.03% 387
2025
Q3 		$15.6M Sell
193,414
-27,955
-13% -$2.02M 0.03% 354
2025
Q2 		$15.1M Sell
221,369
-168,430
-43% -$11.7M 0.03% 335
2025
Q1 		$27.6M Sell
389,799
-341,414
-47% -$23.2M 0.06% 243
2024
Q4 		$49.4M Buy
731,213
+625,234
+590% +$41.9M 0.1% 170
2024
Q3 		$6.92M Buy
105,979
+54,967
+108% +$3.26M 0.02% 441
2024
Q2 		$2.72M Sell
51,012
-338,808
-87% -$18.4M 0.01% 569
2024
Q1 		$21M Sell
389,820
-247,466
-39% -$14.1M 0.07% 177
2023
Q4 		$39.5M Buy
637,286
+592,784
+1,332% +$35.6M 0.13% 109
2023
Q3 		$2.55M Sell
44,502
-718,172
-94% -$43.2M 0.01% 506
2023
Q2 		$47.4M Buy
762,674
+704,821
+1,218% +$47.1M 0.21% 82
2023
Q1 		$3.9M Buy
57,853
+51,117
+759% +$3.45M 0.02% 419
2022
Q4 		$472K Sell
6,736
-37,039
-85% -$2.46M ﹤0.01% 1028
2022
Q3 		$2.8M Sell
43,775
-27,967
-39% -$2.04M 0.01% 579
2022
Q2 		$5.08M Sell
71,742
-117,252
-62% -$8.53M 0.02% 408
2022
Q1 		$13.6M Buy
188,994
+53,994
+40% +$3.71M 0.05% 249
2021
Q4 		$9.14M Sell
135,000
-201,000
-60% -$13.1M 0.02% 440
2021
Q3 		$21M Sell
336,000
-100,000
-23% -$6.76M 0.05% 230
2021
Q2 		$28.7M Buy
+436,000
New +$30.3M 0.06% 222
2021
Q1 		– Sell
-101,000
Closed -$6.73M – 1824
2020
Q4 		$6.73M Buy
101,000
+99,797
+8,296% +$6.95M 0.02% 452
2020
Q3 		$83K Buy
+1,203
New +$82.1K ﹤0.01% 824
2020
Q1 		– Sell
-179,700
Closed -$11.4M – 1155
2019
Q4 		$11.4M Buy
+179,700
New +$11.2M 0.05% 255

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 $3.38T AUM 44.17% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's XEL Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reduced its Xcel Energy (XEL) stake by 9.1% in Q2 2026, selling an estimated $1.46M and leaving 182,456 shares worth $14.7M. The position accounts for 0.02% of the portfolio, ranked #513.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in XEL in Q4 2019 and has held it in 24 quarters since. The position peaked at $49.4M in Q4 2024. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 182,456 shares of Xcel Energy worth $14.7M as of Q2 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 18,325 Xcel Energy shares in Q2 2026, an estimated $1.46M.
  • Xcel Energy made up 0.02% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #513 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Xcel Energy in Q4 2019 and has held it in 24 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Xcel Energy position peaked at $49.4M in Q4 2024.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.