AAS
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Ameritas Advisory Services’s Xcel Energy XEL Stock Holding History

Ameritas Advisory Services’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
2026
Q1 		$544K Sell
6,843
-527
-7% -$41.3K 0.02% 548
2025
Q4 		$544K Buy
7,370
+5,761
+358% +$454K 0.02% 533
2025
Q3 		$130K Sell
1,609
-204
-11% -$14.8K 0.01% 751
2025
Q2 		$123K Sell
1,813
-3,416
-65% -$237K 0.01% 903
2025
Q1 		$366K Hold
5,229
– – 0.01% 647
2024
Q4 		$353K Sell
5,229
-259
-5% -$17.4K 0.01% 682
2024
Q3 		$358K Sell
5,488
-217
-4% -$12.9K 0.02% 633
2024
Q2 		$305K Sell
5,705
-291
-5% -$15.8K 0.01% 721
2024
Q1 		$322K Buy
+5,996
New +$342K 0.01% 684
2023
Q4 		– Sell
-5,335
Closed -$308K – 855
2023
Q3 		$308K Buy
+5,335
New +$321K 0.02% 626
2023
Q2 		– Sell
-3,401
Closed -$237K – 2544
2023
Q1 		$237K Buy
+3,401
New +$230K 0.01% 715

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VCM
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State Street
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return