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
2026
Q2
$420K Sell
5,225
-1,618
-24% -$129K 0.01% 850
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

Other funds holding XEL

Ameritas Advisory Services's XEL Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Xcel Energy (XEL) stake by 24% in Q2 2026, selling an estimated $129K and leaving 5,225 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #850.

Ameritas Advisory Services first reported a position in XEL in Q1 2023 and has held it in 12 quarters since. The position peaked at $544K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Ameritas Advisory Services held 5,225 shares of Xcel Energy worth $420K as of Q2 2026.
  • Ameritas Advisory Services sold 1,618 Xcel Energy shares in Q2 2026, an estimated $129K.
  • Xcel Energy made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #850 holding.
  • Ameritas Advisory Services first reported a position in Xcel Energy in Q1 2023 and has held it in 12 quarters since.
  • Ameritas Advisory Services's Xcel Energy position peaked at $544K in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.