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B. Riley Wealth Advisors’s Xcel Energy XEL Stock Holding History

B. Riley Wealth Advisors’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 		$394K Sell
4,804
-86
-2% -$6.87K 0.02% 536
2026
Q1 		$387K Sell
4,890
-431
-8% -$33.8K 0.02% 508
2025
Q4 		$393K Sell
5,321
-10
-0.2% -$789 0.02% 613
2025
Q3 		$430K Sell
5,331
-154
-3% -$11.1K 0.02% 586
2025
Q2 		$374K Buy
+5,485
New +$380K 0.02% 632
2024
Q4 		$597K Sell
8,849
-520
-6% -$34.9K 0.02% 630
2024
Q3 		$615K Sell
9,369
-620
-6% -$36.8K 0.02% 675
2024
Q2 		$539K Buy
9,989
+80
+0.8% +$4.35K 0.01% 783
2024
Q1 		$572K Sell
9,909
-802
-7% -$45.8K 0.02% 729
2023
Q4 		$669K Buy
10,711
+802
+8% +$48.1K 0.02% 679
2023
Q3 		$572K Buy
9,909
+125
+1% +$7.51K 0.02% 729
2023
Q2 		$613K Buy
9,784
+318
+3% +$21.2K 0.01% 771
2023
Q1 		$643K Sell
9,466
-124
-1% -$8.37K 0.02% 709
2022
Q4 		$677K Buy
9,590
+629
+7% +$41.8K 0.02% 673
2022
Q3 		$574K Buy
8,961
+704
+9% +$51.3K 0.02% 693
2022
Q2 		$586K Sell
8,257
-102
-1% -$7.42K 0.02% 593
2022
Q1 		$604K Sell
8,359
-6,043
-42% -$415K 0.02% 659
2021
Q4 		$976K Buy
14,402
+721
+5% +$47K 0.03% 538
2021
Q3 		$856K Sell
13,681
-1,124
-8% -$75.9K 0.03% 573
2021
Q2 		$976K Buy
14,805
+7,407
+100% +$516K 0.03% 513
2021
Q1 		$492K Sell
7,398
-3,888
-34% -$246K 0.02% 738
2020
Q4 		$753K Sell
11,286
-4,314
-28% -$301K 0.04% 403
2020
Q3 		$1.04M Buy
15,600
+4,899
+46% +$334K 0.06% 303
2020
Q2 		$670K Sell
10,701
-49
-0.5% -$3.09K 0.04% 366
2020
Q1 		$649K Buy
10,750
+218
+2% +$14.2K 0.06% 325
2019
Q4 		$669K Buy
10,532
+3,770
+56% +$236K 0.06% 334
2019
Q3 		$439K Sell
6,762
-28
-0.4% -$1.75K 0.04% 447
2019
Q2 		$405K Sell
6,790
-39
-0.6% -$2.24K 0.04% 455
2019
Q1 		$385K Buy
6,829
+42
+0.6% +$2.23K 0.05% 411
2018
Q4 		$335K Buy
6,787
+95
+1% +$4.76K 0.05% 402
2018
Q3 		$317K Buy
6,692
+397
+6% +$18.7K 0.04% 479
2018
Q2 		$288K Buy
6,295
+404
+7% +$18.1K 0.04% 485
2018
Q1 		$269K Sell
5,891
-5,655
-49% -$252K 0.04% 488
2017
Q4 		$556K Sell
11,546
-777
-6% -$38.6K 0.08% 288
2017
Q3 		$585K Buy
12,323
+178
+1% +$8.54K 0.1% 232
2017
Q2 		$558K Sell
12,145
-90
-0.7% -$4.14K 0.1% 232
2017
Q1 		$544K Sell
12,235
-1
-0% -$42 0.11% 219
2016
Q4 		$499K Sell
12,236
-3,976
-25% -$159K 0.1% 229
2016
Q3 		$434K Sell
16,212
-522
-3% -$22.3K 0.09% 298
2016
Q2 		$495K Sell
16,734
-1,479
-8% -$61.2K 0.1% 252
2016
Q1 		$523K Sell
18,213
-262
-1% -$10.2K 0.12% 215
2015
Q4 		$665K Buy
18,475
+6,723
+57% +$240K 0.13% 188
2015
Q3 		$418K Sell
11,752
-1
-0% -$34 0.1% 267
2015
Q2 		$379K Buy
11,753
+124
+1% +$4.17K 0.09% 269
2015
Q1 		$405K Sell
11,629
-6,947
-37% -$248K 0.1% 273
2014
Q4 		$2.92K Buy
18,576
+6,964
+60% +$234K 0.06% 401
2014
Q3 		$353K Sell
11,612
-14,059
-55% -$440K 0.09% 301
2014
Q2 		$374K Buy
25,671
+14,582
+131% +$452K 0.09% 253
2014
Q1 		$337K Sell
11,089
-1,302
-11% -$38K 0.1% 237
2013
Q4 		$346K Buy
12,391
+8
+0.1% +$226 0.11% 209
2013
Q3 		$342K Sell
12,383
-3,478
-22% -$99.4K 0.12% 199
2013
Q2 		$450K Buy
+15,861
New +$474K 0.15% 164

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

B. Riley Wealth Advisors's XEL Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Xcel Energy (XEL) stake by 1.8% in Q2 2026, selling an estimated $6.87K and leaving 4,804 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #536.

B. Riley Wealth Advisors first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.04M in Q3 2020. 270 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • B. Riley Wealth Advisors held 4,804 shares of Xcel Energy worth $394K as of Q2 2026.
  • B. Riley Wealth Advisors sold 86 Xcel Energy shares in Q2 2026, an estimated $6.87K.
  • Xcel Energy made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #536 holding.
  • B. Riley Wealth Advisors first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Xcel Energy position peaked at $1.04M in Q3 2020.
  • 270 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.