Ameritas Investment Partners’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 | $3.64M | Buy |
53,399
+56
| +0.1% | +$3.81K | 0.11% | 159 |
|
|
2025
Q1 | $3.78M | Buy |
53,343
+1,909
| +4% | +$135K | 0.13% | 131 |
|
|
2024
Q4 | $3.47M | Buy |
51,434
+1,356
| +3% | +$91.6K | 0.11% | 152 |
|
|
2024
Q3 | $3.27M | Buy |
50,078
+2,514
| +5% | +$164K | 0.11% | 173 |
|
|
2024
Q2 | $2.54M | Sell |
47,564
-26
| -0.1% | -$1.39K | 0.09% | 240 |
|
|
2024
Q1 | $2.56M | Buy |
47,590
+24,850
| +109% | +$1.34M | 0.09% | 249 |
|
|
2023
Q4 | $1.41M | Buy |
22,740
+339
| +2% | +$21K | 0.05% | 470 |
|
|
2023
Q3 | $1.28M | Buy |
22,401
+3,326
| +17% | +$190K | 0.05% | 454 |
|
|
2023
Q2 | $1.19M | Sell |
19,075
-121
| -0.6% | -$7.52K | 0.04% | 515 |
|
|
2023
Q1 | $1.29M | Buy |
19,196
+76
| +0.4% | +$5.13K | 0.05% | 475 |
|
|
2022
Q4 | $1.3M | Sell |
19,120
-496
| -3% | -$33.8K | 0.05% | 480 |
|
|
2022
Q3 | $1.26M | Buy |
19,616
+203
| +1% | +$13K | 0.06% | 422 |
|
|
2022
Q2 | $1.37M | Sell |
19,413
-247
| -1% | -$17.5K | 0.06% | 414 |
|
|
2022
Q1 | $1.42M | Buy |
19,660
+156
| +0.8% | +$11.3K | 0.05% | 462 |
|
|
2021
Q4 | $1.32M | Buy |
19,504
+672
| +4% | +$45.5K | 0.04% | 515 |
|
|
2021
Q3 | $1.18M | Hold |
18,832
| – | – | 0.04% | 543 |
|
|
2021
Q2 | $1.24M | Sell |
18,832
-79
| -0.4% | -$5.21K | 0.04% | 525 |
|
|
2021
Q1 | $1.26M | Buy |
18,911
+350
| +2% | +$23.3K | 0.05% | 509 |
|
|
2020
Q4 | $1.24M | Buy |
18,561
+459
| +3% | +$30.6K | 0.06% | 447 |
|
|
2020
Q3 | $1.25M | Sell |
18,102
-604
| -3% | -$41.7K | 0.06% | 381 |
|
|
2020
Q2 | $1.17M | Sell |
18,706
-537
| -3% | -$33.6K | 0.06% | 388 |
|
|
2020
Q1 | $1.16M | Sell |
19,243
-368
| -2% | -$22.2K | 0.07% | 329 |
|
|
2019
Q4 | $1.25M | Buy |
19,611
+1,035
| +6% | +$65.7K | 0.06% | 433 |
|
|
2019
Q3 | $1.21M | Hold |
18,576
| – | – | 0.06% | 426 |
|
|
2019
Q2 | $1.11M | Sell |
18,576
-113
| -0.6% | -$6.72K | 0.05% | 465 |
|
|
2019
Q1 | $1.05M | Hold |
18,689
| – | – | 0.05% | 486 |
|
|
2018
Q4 | $921K | Buy |
18,689
+9,424
| +102% | +$464K | 0.05% | 483 |
|
|
2018
Q3 | $437K | Sell |
9,265
-406
| -4% | -$19.2K | 0.02% | 767 |
|
|
2018
Q2 | $442K | Sell |
9,671
-829
| -8% | -$37.9K | 0.02% | 759 |
|
|
2018
Q1 | $478K | Sell |
10,500
-707
| -6% | -$32.2K | 0.02% | 749 |
|
|
2017
Q4 | $539K | Sell |
11,207
-461
| -4% | -$22.2K | 0.02% | 727 |
|
|
2017
Q3 | $577K | Hold |
11,668
| – | – | 0.03% | 707 |
|
|
2017
Q2 | $535K | Hold |
11,668
| – | – | 0.03% | 736 |
|
|
2017
Q1 | $519K | Sell |
11,668
-476
| -4% | -$21.2K | 0.03% | 753 |
|
|
2016
Q4 | $494K | Hold |
12,144
| – | – | 0.02% | 753 |
|
|
2016
Q3 | $500K | Buy |
12,144
+2,102
| +21% | +$86.5K | 0.03% | 746 |
|
|
2016
Q2 | $450K | Buy |
10,042
+449
| +5% | +$20.1K | 0.03% | 656 |
|
|
2016
Q1 | $401K | Buy |
9,593
+333
| +4% | +$13.9K | 0.03% | 689 |
|
|
2015
Q4 | $333K | Hold |
9,260
| – | – | 0.02% | 763 |
|
|
2015
Q3 | $328K | Hold |
9,260
| – | – | 0.02% | 734 |
|
|
2015
Q2 | $298K | Hold |
9,260
| – | – | 0.02% | 822 |
|
|
2015
Q1 | $322K | Hold |
9,260
| – | – | 0.02% | 801 |
|
|
2014
Q4 | $333K | Hold |
9,260
| – | – | 0.02% | 776 |
|
|
2014
Q3 | $282K | Sell |
9,260
-831
| -8% | -$25.3K | 0.02% | 824 |
|
|
2014
Q2 | $325K | Hold |
10,091
| – | – | 0.02% | 797 |
|
|
2014
Q1 | $306K | Sell |
10,091
-483
| -5% | -$14.6K | 0.02% | 793 |
|
|
2013
Q4 | $295K | Hold |
10,574
| – | – | 0.02% | 822 |
|
|
2013
Q3 | $292K | Buy |
+10,574
| New | +$292K | 0.03% | 759 |
|