Riggs Asset Management’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 | – | Sell |
-1,528
| Closed | -$104K | – | 880 |
|
|
2025
Q2 | $104K | Hold |
1,528
| – | – | 0.03% | 125 |
|
|
2025
Q1 | $108K | Hold |
1,528
| – | – | 0.03% | 122 |
|
|
2024
Q4 | $103K | Sell |
1,528
-50
| -3% | -$3.35K | 0.03% | 110 |
|
|
2024
Q3 | $103K | Hold |
1,578
| – | – | 0.03% | 119 |
|
|
2024
Q2 | $84.3K | Hold |
1,578
| – | – | 0.03% | 118 |
|
|
2024
Q1 | $84.8K | Sell |
1,578
-13
| -0.8% | -$742 | 0.02% | 113 |
|
|
2023
Q4 | $98.5K | Buy |
1,591
+13
| +0.8% | +$780 | 0.03% | 113 |
|
|
2023
Q3 | $90.3K | Hold |
1,578
| – | – | 0.03% | 118 |
|
|
2023
Q2 | $98.1K | Hold |
1,578
| – | – | 0.03% | 117 |
|
|
2023
Q1 | $106K | Buy |
1,578
+678
| +75% | +$45.8K | 0.04% | 106 |
|
|
2022
Q4 | $63.1K | Hold |
900
| – | – | 0.03% | 122 |
|
|
2022
Q3 | $58K | Hold |
900
| – | – | 0.02% | 124 |
|
|
2022
Q2 | $64K | Hold |
900
| – | – | 0.03% | 121 |
|
|
2022
Q1 | $65K | Hold |
900
| – | – | 0.02% | 143 |
|
|
2021
Q4 | $61K | Hold |
900
| – | – | 0.02% | 156 |
|
|
2021
Q3 | $56K | Hold |
900
| – | – | 0.02% | 147 |
|
|
2021
Q2 | $59K | Hold |
900
| – | – | 0.02% | 147 |
|
|
2021
Q1 | $60K | Hold |
900
| – | – | 0.02% | 138 |
|
|
2020
Q4 | $60K | Buy |
+900
| New | +$62.7K | 0.02% | 124 |
|
|
2020
Q3 | – | Sell |
-1,100
| Closed | -$68K | – | 274 |
|
|
2020
Q2 | $68K | Hold |
1,100
| – | – | 0.03% | 90 |
|
|
2020
Q1 | $66K | Hold |
1,100
| – | – | 0.04% | 87 |
|
|
2019
Q4 | $70K | Hold |
1,100
| – | – | 0.03% | 111 |
|
|
2019
Q3 | $71K | Hold |
1,100
| – | – | 0.04% | 99 |
|
|
2019
Q2 | $65K | Hold |
1,100
| – | – | 0.04% | 102 |
|
|
2019
Q1 | $61K | Hold |
1,100
| – | – | 0.04% | 103 |
|
|
2018
Q4 | $54K | Hold |
1,100
| – | – | 0.04% | 97 |
|
|
2018
Q3 | $51K | Hold |
1,100
| – | – | 0.02% | 106 |
|
|
2018
Q2 | $50K | Hold |
1,100
| – | – | 0.02% | 112 |
|
|
2018
Q1 | $50K | Sell |
1,100
-200
| -15% | -$8.91K | 0.02% | 117 |
|
|
2017
Q4 | $63K | Hold |
1,300
| – | – | 0.03% | 109 |
|
|
2017
Q3 | $62K | Hold |
1,300
| – | – | 0.03% | 112 |
|
|
2017
Q2 | $60K | Hold |
1,300
| – | – | 0.03% | 117 |
|
|
2017
Q1 | $58K | Sell |
1,300
-100
| -7% | -$4.24K | 0.03% | 108 |
|
|
2016
Q4 | $57K | Sell |
1,400
-300
| -18% | -$12K | 0.03% | 112 |
|
|
2016
Q3 | $70K | Hold |
1,700
| – | – | 0.04% | 101 |
|
|
2016
Q2 | $76K | Buy |
1,700
+1,300
| +325% | +$53.8K | 0.04% | 101 |
|
|
2016
Q1 | $17K | Hold |
400
| – | – | 0.01% | 151 |
|
|
2015
Q4 | $14K | Hold |
400
| – | – | 0.01% | 175 |
|
|
2015
Q3 | $14K | Sell |
400
-678
| -63% | -$23.1K | 0.01% | 170 |
|
|
2015
Q2 | $35K | Sell |
1,078
-1,600
| -60% | -$53.8K | 0.02% | 136 |
|
|
2015
Q1 | $93K | Hold |
2,678
| – | – | 0.04% | 78 |
|
|
2014
Q4 | $96K | Hold |
2,678
| – | – | 0.05% | 78 |
|
|
2014
Q3 | $81K | Buy |
+2,678
| New | +$83.8K | 0.05% | 78 |
|
Other funds holding XEL
