Riggs Asset Management’s Xcel Energy XEL Stock Holding History

Riggs Asset Management’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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Riggs Asset Management's XEL Position: Q3 2025 in Review

Riggs Asset Management sold out of Xcel Energy (XEL) in Q3 2025, closing a stake of 1,528 shares — an estimated $104K sold.

Riggs Asset Management first reported a position in XEL in Q3 2014 and held it in 43 quarters. The position peaked at $108K in Q1 2025. 1,186 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

Riggs Asset Management reported no remaining Xcel Energy position as of Q3 2025 after selling out during the quarter.
Riggs Asset Management sold 1,528 Xcel Energy shares in Q3 2025, an estimated $104K.
Riggs Asset Management first reported a position in Xcel Energy in Q3 2014 and held it in 43 quarters.
Riggs Asset Management's Xcel Energy position peaked at $108K in Q1 2025.
1,186 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Riggs Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.