B. Riley Wealth Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $430K | Sell |
|
|||||
|
2025
Q2 | $374K | Buy |
|
|||||
|
2024
Q4 | $597K | Sell |
|
|||||
|
2024
Q3 | $615K | Sell |
|
|||||
|
2024
Q2 | $539K | Buy |
|
|||||
|
2024
Q1 | $572K | Sell |
|
|||||
|
2023
Q4 | $669K | Buy |
|
|||||
|
2023
Q3 | $572K | Buy |
|
|||||
|
2023
Q2 | $613K | Buy |
|
|||||
|
2023
Q1 | $643K | Sell |
|
|||||
|
2022
Q4 | $677K | Buy |
|
|||||
|
2022
Q3 | $574K | Buy |
|
|||||
|
2022
Q2 | $586K | Sell |
|
|||||
|
2022
Q1 | $604K | Sell |
|
|||||
|
2021
Q4 | $976K | Buy |
|
|||||
|
2021
Q3 | $856K | Sell |
|
|||||
|
2021
Q2 | $976K | Buy |
|
|||||
|
2021
Q1 | $492K | Sell |
|
|||||
|
2020
Q4 | $753K | Sell |
|
|||||
|
2020
Q3 | $1.04M | Buy |
|
|||||
|
2020
Q2 | $670K | Sell |
|
|||||
|
2020
Q1 | $649K | Buy |
|
|||||
|
2019
Q4 | $669K | Buy |
|
|||||
|
2019
Q3 | $439K | Sell |
|
|||||
|
2019
Q2 | $405K | Sell |
|
|||||
|
2019
Q1 | $385K | Buy |
|
|||||
|
2018
Q4 | $335K | Buy |
|
|||||
|
2018
Q3 | $317K | Buy |
|
|||||
|
2018
Q2 | $288K | Buy |
|
|||||
|
2018
Q1 | $269K | Sell |
|
|||||
|
2017
Q4 | $556K | Sell |
|
|||||
|
2017
Q3 | $585K | Buy |
|
|||||
|
2017
Q2 | $558K | Sell |
|
|||||
|
2017
Q1 | $544K | Sell |
|
|||||
|
2016
Q4 | $499K | Sell |
|
|||||
|
2016
Q3 | $434K | Sell |
|
|||||
|
2016
Q2 | $495K | Sell |
|
|||||
|
2016
Q1 | $523K | Sell |
|
|||||
|
2015
Q4 | $665K | Buy |
|
|||||
|
2015
Q3 | $418K | Sell |
|
|||||
|
2015
Q2 | $379K | Buy |
|
|||||
|
2015
Q1 | $405K | Sell |
|
|||||
|
2014
Q4 | $2.92K | Buy |
|
|||||
|
2014
Q3 | $353K | Sell |
|
|||||
|
2014
Q2 | $374K | Buy |
|
|||||
|
2014
Q1 | $337K | Sell |
|
|||||
|
2013
Q4 | $346K | Buy |
|
|||||
|
2013
Q3 | $342K | Sell |
|
|||||
|
2013
Q2 | $450K | Buy |
|