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 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%	-$55.5K	﹤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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Hoese & Co's XEL Position: Q2 2026 in Review

Hoese & Co held its Xcel Energy (XEL) position steady in Q2 2026 at 3,500 shares worth $281K. The position accounts for 0.18% of the portfolio, ranked #36.

Hoese & Co first reported a position in XEL in Q1 2021 and has held it in 22 quarters since. The position peaked at $535K in Q3 2024. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Hoese & Co held 3,500 shares of Xcel Energy worth $281K as of Q2 2026.
Hoese & Co left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.18% of Hoese & Co's portfolio in Q2 2026, its #36 holding.
Hoese & Co first reported a position in Xcel Energy in Q1 2021 and has held it in 22 quarters since.
Hoese & Co's Xcel Energy position peaked at $535K in Q3 2024.
353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.