Hoese & Co’s Xcel Energy XEL Stock Holding History

Hoese & Co’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 Q3	$247K	Hold	3,500	–	–	0.16%	43
2026 Q2	$281K	Hold	3,500	–	–	0.18%	36
2026 Q1	$278K	Hold	3,500	–	–	0.21%	29
2025 Q4	$259K	Hold	3,500	–	–	0.18%	32
2025 Q3	$282K	Hold	3,500	–	–	0.22%	30
2025 Q2	$238K	Buy	3,500 +3,480	+17,400%	+$241K	0.19%	31
2025 Q1	$1.42K	Sell	20 -816	-98%	-$55.6K	﹤0.01%	150
2024 Q4	$56.4K	Sell	836 -7,361	-90%	-$494K	0.05%	65
2024 Q3	$535K	Buy	8,197 +7,361	+881%	+$437K	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	+$52.8K	0.07%	74

Other funds holding XEL

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Hoese & Co's XEL Position: Q3 2026 in Review

Hoese & Co held its Xcel Energy (XEL) position steady in Q3 2026 at 3,500 shares worth $247K. The position accounts for 0.16% of the portfolio, ranked #43.

Hoese & Co first reported a position in XEL in Q1 2021 and has held it in 23 quarters since. The position peaked at $535K in Q3 2024. 303 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Hoese & Co held 3,500 shares of Xcel Energy worth $247K as of Q3 2026.
Hoese & Co left its Xcel Energy share count unchanged in Q3 2026.
Xcel Energy made up 0.16% of Hoese & Co's portfolio in Q3 2026, its #43 holding.
Hoese & Co first reported a position in Xcel Energy in Q1 2021 and has held it in 23 quarters since.
Hoese & Co's Xcel Energy position peaked at $535K in Q3 2024.
303 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.