Hoese & Co’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$282K Hold
2025
Q2
$238K Buy
2025
Q1
$1.42K Sell
2024
Q4
$56.4K Sell
2024
Q3
$535K Buy
2024
Q2
$46.4K Hold
2024
Q1
$44K Hold
2023
Q4
$50.9K Hold
2023
Q3
$47.8K Hold
2023
Q2
$52K Hold
2023
Q1
$54K Hold
2022
Q4
$59K Hold
2022
Q3
$54K Hold
2022
Q2
$59K Hold
2022
Q1
$60K Hold
2021
Q4
$57K Hold
2021
Q3
$52K Hold
2021
Q2
$55K Hold
2021
Q1
$56K Buy