Ameritas Advisory Services’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 | $123K | Sell |
1,813
-3,416
| -65% | -$233K | 0.01% | 903 |
|
|
2025
Q1 | $366K | Hold |
5,229
| – | – | 0.01% | 647 |
|
|
2024
Q4 | $353K | Sell |
5,229
-259
| -5% | -$17.5K | 0.01% | 682 |
|
|
2024
Q3 | $358K | Sell |
5,488
-217
| -4% | -$14.2K | 0.02% | 633 |
|
|
2024
Q2 | $305K | Sell |
5,705
-291
| -5% | -$15.5K | 0.01% | 721 |
|
|
2024
Q1 | $322K | Buy |
+5,996
| New | +$322K | 0.01% | 684 |
|
|
2023
Q4 | – | Sell |
-5,335
| Closed | -$308K | – | 855 |
|
|
2023
Q3 | $308K | Buy |
+5,335
| New | +$308K | 0.02% | 626 |
|
|
2023
Q2 | – | Sell |
-3,401
| Closed | -$237K | – | 2544 |
|
|
2023
Q1 | $237K | Buy |
+3,401
| New | +$237K | 0.01% | 715 |
|