Ameritas Advisory Services’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
Q2
$123K Sell
2025
Q1
$366K Hold
2024
Q4
$353K Sell
2024
Q3
$358K Sell
2024
Q2
$305K Sell
2024
Q1
$322K Buy
2023
Q4
Sell
2023
Q3
$308K Buy
2023
Q2
Sell
2023
Q1
$237K Buy