Hoese & Co’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
3,500
+3,480
| +17,400% | +$237K | 0.19% | 31 |
|
|
2025
Q1 | $1.42K | Sell |
20
-816
| -98% | -$57.7K | ﹤0.01% | 150 |
|
|
2024
Q4 | $56.4K | Sell |
836
-7,361
| -90% | -$497K | 0.05% | 65 |
|
|
2024
Q3 | $535K | Buy |
8,197
+7,361
| +881% | +$481K | 0.45% | 22 |
|
|
2024
Q2 | $46.4K | Hold |
836
| – | – | 0.04% | 67 |
|
|
2024
Q1 | $44K | Hold |
836
| – | – | 0.04% | 70 |
|
|
2023
Q4 | $50.9K | Hold |
836
| – | – | 0.05% | 64 |
|
|
2023
Q3 | $47.8K | Hold |
836
| – | – | 0.05% | 67 |
|
|
2023
Q2 | $52K | Hold |
836
| – | – | 0.05% | 69 |
|
|
2023
Q1 | $54K | Hold |
836
| – | – | 0.06% | 69 |
|
|
2022
Q4 | $59K | Hold |
836
| – | – | 0.06% | 72 |
|
|
2022
Q3 | $54K | Hold |
836
| – | – | 0.06% | 72 |
|
|
2022
Q2 | $59K | Hold |
836
| – | – | 0.07% | 74 |
|
|
2022
Q1 | $60K | Hold |
836
| – | – | 0.06% | 77 |
|
|
2021
Q4 | $57K | Hold |
836
| – | – | 0.06% | 86 |
|
|
2021
Q3 | $52K | Hold |
836
| – | – | 0.06% | 85 |
|
|
2021
Q2 | $55K | Hold |
836
| – | – | 0.06% | 83 |
|
|
2021
Q1 | $56K | Buy |
+836
| New | +$56K | 0.07% | 74 |
|