Ameritas Investment Partners’s Xcel Energy XEL Stock Holding History

Ameritas Investment Partners’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 Q2	$4.56M	Buy	56,801 +62	+0.1%	+$4.95K	0.12%	140
2026 Q1	$4.51M	Buy	56,739 +2,350	+4%	+$184K	0.14%	119
2025 Q4	$4.02M	Buy	54,389 +1,391	+3%	+$110K	0.12%	137
2025 Q3	$4.27M	Sell	52,998 -401	-0.8%	-$29K	0.13%	129
2025 Q2	$3.64M	Buy	53,399 +56	+0.1%	+$3.88K	0.11%	159
2025 Q1	$3.78M	Buy	53,343 +1,909	+4%	+$130K	0.13%	131
2024 Q4	$3.47M	Buy	51,434 +1,356	+3%	+$91K	0.11%	152
2024 Q3	$3.27M	Buy	50,078 +2,514	+5%	+$149K	0.11%	173
2024 Q2	$2.54M	Sell	47,564 -26	-0.1%	-$1.41K	0.09%	240
2024 Q1	$2.56M	Buy	47,590 +24,850	+109%	+$1.42M	0.09%	249
2023 Q4	$1.41M	Buy	22,740 +339	+2%	+$20.3K	0.05%	470
2023 Q3	$1.28M	Buy	22,401 +3,326	+17%	+$200K	0.05%	454
2023 Q2	$1.19M	Sell	19,075 -121	-0.6%	-$8.08K	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%	-$33K	0.05%	480
2022 Q3	$1.25M	Buy	19,616 +203	+1%	+$14.8K	0.06%	422
2022 Q2	$1.37M	Sell	19,413 -247	-1%	-$18K	0.06%	414
2022 Q1	$1.42M	Buy	19,660 +156	+0.8%	+$10.7K	0.05%	462
2021 Q4	$1.32M	Buy	19,504 +672	+4%	+$43.8K	0.04%	515
2021 Q3	$1.18M	Hold	18,832	–	–	0.04%	543
2021 Q2	$1.24M	Sell	18,832 -79	-0.4%	-$5.5K	0.04%	525
2021 Q1	$1.26M	Buy	18,911 +350	+2%	+$22.1K	0.05%	509
2020 Q4	$1.24M	Buy	18,561 +459	+3%	+$32K	0.06%	447
2020 Q3	$1.25M	Sell	18,102 -604	-3%	-$41.2K	0.06%	381
2020 Q2	$1.17M	Sell	18,706 -537	-3%	-$33.8K	0.06%	388
2020 Q1	$1.16M	Sell	19,243 -368	-2%	-$24K	0.07%	329
2019 Q4	$1.25M	Buy	19,611 +1,035	+6%	+$64.8K	0.06%	433
2019 Q3	$1.21M	Hold	18,576	–	–	0.06%	426
2019 Q2	$1.1M	Sell	18,576 -113	-0.6%	-$6.5K	0.05%	465
2019 Q1	$1.05M	Hold	18,689	–	–	0.05%	486
2018 Q4	$921K	Buy	18,689 +9,424	+102%	+$473K	0.05%	483
2018 Q3	$437K	Sell	9,265 -406	-4%	-$19.2K	0.02%	767
2018 Q2	$442K	Sell	9,671 -829	-8%	-$37.1K	0.02%	759
2018 Q1	$478K	Sell	10,500 -707	-6%	-$31.5K	0.02%	749
2017 Q4	$539K	Sell	11,207 -461	-4%	-$22.9K	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%	-$20.2K	0.03%	753
2016 Q4	$494K	Hold	12,144	–	–	0.02%	753
2016 Q3	$500K	Buy	12,144 +2,102	+21%	+$89.9K	0.03%	746
2016 Q2	$450K	Buy	10,042 +449	+5%	+$18.6K	0.03%	656
2016 Q1	$401K	Buy	9,593 +333	+4%	+$13K	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%	-$26K	0.02%	824
2014 Q2	$325K	Hold	10,091	–	–	0.02%	797
2014 Q1	$306K	Sell	10,091 -483	-5%	-$14.1K	0.02%	793
2013 Q4	$295K	Hold	10,574	–	–	0.02%	822
2013 Q3	$292K	Buy	+10,574	New	+$302K	0.03%	759

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ameritas Investment Partners's XEL Position: Q2 2026 in Review

Ameritas Investment Partners increased its Xcel Energy (XEL) stake by 0.11% in Q2 2026, buying an estimated $4.95K and bringing the position to 56,801 shares worth $4.56M. The position accounts for 0.12% of the portfolio, ranked #140.

Ameritas Investment Partners first reported a position in XEL in Q3 2013 and has held it in 52 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Ameritas Investment Partners held 56,801 shares of Xcel Energy worth $4.56M as of Q2 2026.
Ameritas Investment Partners bought 62 Xcel Energy shares in Q2 2026, an estimated $4.95K.
Xcel Energy made up 0.12% of Ameritas Investment Partners's portfolio in Q2 2026, its #140 holding.
Ameritas Investment Partners first reported a position in Xcel Energy in Q3 2013 and has held it in 52 quarters since.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.