B. Riley Wealth Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
+5,485
| New | +$374K | 0.02% | 617 |
|
|
2024
Q4 | $597K | Sell |
8,849
-520
| -6% | -$35.1K | 0.02% | 630 |
|
|
2024
Q3 | $615K | Sell |
9,369
-620
| -6% | -$40.7K | 0.02% | 675 |
|
|
2024
Q2 | $539K | Buy |
9,989
+80
| +0.8% | +$4.32K | 0.01% | 783 |
|
|
2024
Q1 | $572K | Sell |
9,909
-802
| -7% | -$46.3K | 0.02% | 729 |
|
|
2023
Q4 | $669K | Buy |
10,711
+802
| +8% | +$50.1K | 0.02% | 679 |
|
|
2023
Q3 | $572K | Buy |
9,909
+125
| +1% | +$7.22K | 0.02% | 729 |
|
|
2023
Q2 | $613K | Buy |
9,784
+318
| +3% | +$19.9K | 0.01% | 771 |
|
|
2023
Q1 | $643K | Sell |
9,466
-124
| -1% | -$8.43K | 0.02% | 709 |
|
|
2022
Q4 | $677K | Buy |
9,590
+629
| +7% | +$44.4K | 0.02% | 673 |
|
|
2022
Q3 | $574K | Buy |
8,961
+704
| +9% | +$45.1K | 0.02% | 693 |
|
|
2022
Q2 | $586K | Sell |
8,257
-102
| -1% | -$7.24K | 0.02% | 593 |
|
|
2022
Q1 | $604K | Sell |
8,359
-6,043
| -42% | -$437K | 0.02% | 659 |
|
|
2021
Q4 | $976K | Buy |
14,402
+721
| +5% | +$48.9K | 0.03% | 538 |
|
|
2021
Q3 | $856K | Sell |
13,681
-1,124
| -8% | -$70.3K | 0.03% | 573 |
|
|
2021
Q2 | $976K | Buy |
14,805
+7,407
| +100% | +$488K | 0.03% | 513 |
|
|
2021
Q1 | $492K | Sell |
7,398
-3,888
| -34% | -$259K | 0.02% | 738 |
|
|
2020
Q4 | $753K | Sell |
11,286
-4,314
| -28% | -$288K | 0.04% | 403 |
|
|
2020
Q3 | $1.05M | Buy |
15,600
+4,899
| +46% | +$328K | 0.06% | 303 |
|
|
2020
Q2 | $670K | Sell |
10,701
-49
| -0.5% | -$3.07K | 0.04% | 366 |
|
|
2020
Q1 | $649K | Buy |
10,750
+218
| +2% | +$13.2K | 0.06% | 325 |
|
|
2019
Q4 | $669K | Buy |
10,532
+3,770
| +56% | +$239K | 0.06% | 334 |
|
|
2019
Q3 | $439K | Sell |
6,762
-28
| -0.4% | -$1.82K | 0.04% | 447 |
|
|
2019
Q2 | $405K | Sell |
6,790
-39
| -0.6% | -$2.33K | 0.04% | 455 |
|
|
2019
Q1 | $385K | Buy |
6,829
+42
| +0.6% | +$2.37K | 0.05% | 411 |
|
|
2018
Q4 | $335K | Buy |
6,787
+95
| +1% | +$4.69K | 0.05% | 402 |
|
|
2018
Q3 | $317K | Buy |
6,692
+397
| +6% | +$18.8K | 0.04% | 479 |
|
|
2018
Q2 | $288K | Buy |
6,295
+404
| +7% | +$18.5K | 0.04% | 485 |
|
|
2018
Q1 | $269K | Sell |
5,891
-5,655
| -49% | -$258K | 0.04% | 488 |
|
|
2017
Q4 | $556K | Sell |
11,546
-777
| -6% | -$37.4K | 0.08% | 288 |
|
|
2017
Q3 | $585K | Buy |
12,323
+178
| +1% | +$8.45K | 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% | -$44 | 0.11% | 219 |
|
|
2016
Q4 | $499K | Sell |
12,236
-3,976
| -25% | -$162K | 0.1% | 229 |
|
|
2016
Q3 | $434K | Sell |
16,212
-522
| -3% | -$14K | 0.09% | 298 |
|
|
2016
Q2 | $495K | Sell |
16,734
-1,479
| -8% | -$43.8K | 0.1% | 252 |
|
|
2016
Q1 | $523K | Sell |
18,213
-262
| -1% | -$7.52K | 0.12% | 215 |
|
|
2015
Q4 | $665K | Buy |
18,475
+6,723
| +57% | +$242K | 0.13% | 188 |
|
|
2015
Q3 | $418K | Sell |
11,752
-1
| -0% | -$36 | 0.1% | 267 |
|
|
2015
Q2 | $379K | Buy |
11,753
+124
| +1% | +$4K | 0.09% | 269 |
|
|
2015
Q1 | $405K | Sell |
11,629
-6,947
| -37% | -$242K | 0.1% | 273 |
|
|
2014
Q4 | $2.92K | Buy |
18,576
+6,964
| +60% | +$1.09K | 0.06% | 401 |
|
|
2014
Q3 | $353K | Sell |
11,612
-14,059
| -55% | -$427K | 0.09% | 301 |
|
|
2014
Q2 | $374K | Buy |
25,671
+14,582
| +131% | +$213K | 0.09% | 253 |
|
|
2014
Q1 | $337K | Sell |
11,089
-1,302
| -11% | -$39.6K | 0.1% | 237 |
|
|
2013
Q4 | $346K | Buy |
12,391
+8
| +0.1% | +$223 | 0.11% | 209 |
|
|
2013
Q3 | $342K | Sell |
12,383
-3,478
| -22% | -$96.1K | 0.12% | 199 |
|
|
2013
Q2 | $450K | Buy |
+15,861
| New | +$450K | 0.15% | 164 |
|