AIC
XEL icon

Ameritas Investment Company’s Xcel Energy XEL Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-224
Closed -$14.9K – 2101
2021
Q1 		$14.9K Buy
+224
New +$14.2K ﹤0.01% 1391
2020
Q2 		– Sell
-1,684
Closed -$99K – 1607
2020
Q1 		$99K Buy
1,684
+876
+108% +$57.1K 0.02% 504
2019
Q4 		$51K Sell
808
-39
-5% -$2.44K 0.01% 575
2019
Q3 		$55K Buy
+847
New +$52.8K 0.01% 641
2019
Q2 		– Sell
-815
Closed -$46K – 892
2019
Q1 		$46K Sell
815
-1,490
-65% -$79.3K 0.01% 439
2018
Q4 		$114K Buy
+2,305
New +$116K 0.02% 400

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ameritas Investment Company's XEL Position: Q2 2021 in Review

Ameritas Investment Company sold out of Xcel Energy (XEL) in Q2 2021, closing a stake of 224 shares — an estimated $14.9K sold.

Ameritas Investment Company first reported a position in XEL in Q4 2018 and held it in 6 quarters. The position peaked at $114K in Q4 2018. 850 funds tracked by Wall St. Rank hold XEL as of Q2 2021.

  • Ameritas Investment Company reported no remaining Xcel Energy position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 224 Xcel Energy shares in Q2 2021, an estimated $14.9K.
  • Ameritas Investment Company first reported a position in Xcel Energy in Q4 2018 and held it in 6 quarters.
  • Ameritas Investment Company's Xcel Energy position peaked at $114K in Q4 2018.
  • 850 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.