Hoese & Co LLP

Position in XEL — Xcel Energy Inc

CIK 1840268 GLENCOE, MN

Position in XEL

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$281,050

+$3,010 QoQ

Shares Held

3,500

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#845

of 1,278 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Hoese & Co LLP holds $566,663 across 4 Utilities - Regulated Electric names. XEL ranks #1 (49.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc This page	3,500	$281,050
2	AEP	American Electric Power Co Inc	1,000	$136,810
3	LNT	Alliant Energy Corp	1,675	$127,785
4	WEC	Wec Energy Group, Inc.	180	$21,018

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,050	3,500	0.0%	Shares	Sole	2026-07-14
2026-03-31	$278,040	3,500	0.0%	Shares	Sole	2026-04-22
2025-12-31	$258,510	3,500	0.0%	Shares	Sole	2026-01-14
2025-09-30	$282,275	3,500	0.0%	Shares	Sole	2025-10-16
2025-06-30	$238,350	3,500	+17400.0%	Shares	Sole	2025-07-29
2025-03-31	$1,415	20	-97.6%	Shares	Sole	2025-04-11
2024-12-31	$56,446	836	-89.8%	Shares	Sole	2025-01-16
2024-09-30	$535,264	8,197	+880.5%	Shares	Sole	2024-10-09
2024-06-30	$44,650	836	0.0%	Shares	Sole	2024-07-03
2024-03-31	$44,935	836	0.0%	Shares	Sole	2024-04-08
2023-12-31	$51,756	836	0.0%	Shares	Sole	2024-01-04
2023-09-30	$47,835	836	0.0%	Shares	Sole	2023-10-11
2023-06-30	$51,974	836	0.0%	Shares	Sole	2023-07-12
2023-03-31	$56,379	836	0.0%	Shares	Sole	2023-04-07
2022-12-31	$58,611	836	0.0%	Shares	Sole	2023-01-10
2022-09-30	$53,504	836	0.0%	Shares	Sole	2022-10-07
2022-06-30	$59,155	836	0.0%	Shares	Sole	2022-07-12
2022-03-31	$60,334	836	0.0%	Shares	Sole	2022-04-21
2021-12-31	$56,597	836	0.0%	Shares	Sole	2022-01-18
2021-09-30	$52,250	836	0.0%	Shares	Sole	2021-10-20
2021-06-30	$55,075	836	0.0%	Shares	Sole	2021-07-13
2021-03-31	$55,602	836	—	Shares	Sole	2021-05-03
No filing history on record for this holder in this stock.