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B. Riley Wealth Advisors, Inc.: XEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Advisors, Inc. on XEL, newest first. How the timeline and the estimate are built.

B. Riley Wealth Advisors, Inc. held 3,140 XEL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,140 shares
    Change vs previous 13F -1,664 shares

    0.01% of the 13F portfolio, value $221,315.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,804 shares
    Change vs previous 13F -86 shares

    0.02% of the 13F portfolio, value $393,843.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 4,890 shares
    Change vs previous 13F -431 shares

    0.03% of the 13F portfolio, value $387,120.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 5,321 shares
    Change vs previous 13F -10 shares

    0.02% of the 13F portfolio, value $393,012.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 5,331 shares
    Change vs previous 13F -154 shares

    0.02% of the 13F portfolio, value $429,946.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 5,485 shares
    Change vs previous 13F -4,113 shares

    0.02% of the 13F portfolio, value $373,530.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 9,598 shares
    Change vs previous 13F +749 shares

    0.02% of the 13F portfolio, value $679,452.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 8,849 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $597,484.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).