Hoese & Co LLP XEL — XCEL ENERGY INC

Ownership history in Hoese & Co LLP  ·  22 quarters on record

AI Ownership Summary

Hoese & Co LLP reported XCEL ENERGY INC (XEL) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.45% in 2024 Q3. The latest visible filing shows XEL at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hoese & Co LLP's position in XCEL ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XEL was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XEL stock page Hoese & Co LLP fund profile Hoese & Co LLP full holdings
How Hoese & Co LLP held XEL — position size vs. price
% of Fund (quarterly)    XEL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,500 — 0% 0.21% $278K 2026-04-22 $78.11
2025 Q4 UNCHANGED — — — 3,500 — 0% 0.18% $259K 2026-01-14 $75.64
2025 Q3 UNCHANGED — — — 3,500 — 0% 0.22% $282K 2025-10-16 $79.89
2025 Q2 ADDED — — — 3,500 +3,480 +17400.0% 0.19% $238K 2025-07-29 $70.71
2025 Q1 REDUCED 97.6% -3.0% ✅ 20 -816 -97.6% 0.00% $1K 2025-04-11 $67.43
2024 Q4 REDUCED 89.8% +6.6% ❌ 836 -7,361 -89.8% 0.05% $56K 2025-01-16 $63.64
2024 Q3 ADDED — — — 8,197 +7,361 +880.5% 0.45% $535K 2024-10-09 $59.66
2024 Q2 UNCHANGED — — — 836 — 0% 0.04% $46K 2024-07-03 $49.86
2024 Q1 UNCHANGED — — — 836 — 0% 0.04% $44K 2024-04-08 $50.60
2023 Q4 UNCHANGED — — — 836 — 0% 0.05% $51K 2024-01-04 $59.00
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XEL

As of 2026 Q1 — sorted by position size

Longboard Asset Management, LP 3.94% VIKING FUND MANAGEMENT LLC 3Y 7Y 2.12% OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 2.05% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 2.0% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.54% Financially Speaking Inc 1.47% First PREMIER Bank 3Y 7Y 1.35% DONALDSON CAPITAL MANAGEMENT, LLC 3Y 7Y 1.24% Capital Management Associates, Inc 1.15% Stiles Financial Services Inc 3Y 1.12%

FAQ About Hoese & Co LLP and XEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hoese & Co LLP reported owning XEL?

Hoese & Co LLP reported XEL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XEL position in Hoese & Co LLP's portfolio?

The largest reported portfolio weight for XEL was 0.45% in 2024 Q3.

What is the latest reported XEL position on this page?

The most recent filing on this page is 2026 Q1, when Hoese & Co LLP reported 3,500 shares, equal to 0.21% of portfolio, with an estimated market value of $278K.

What does the chart on this XEL ownership page compare?

The chart compares Hoese & Co LLP's quarterly XEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hoese & Co LLP time their XEL position?

Based on 13F filing dates vs. subsequent XEL price moves, Hoese & Co LLP correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on XEL relative to SPY over the holding period was -4.6%.

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