Position in XEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,561,119
+$53,775 QoQ
Shares Held
56,801
+0.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#318
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 36%
Shared 15%
None 49%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $44,862,595 across 31 Utilities - Regulated Electric names. XEL ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
90,417 | $7,935,899 | |
| 2 | XEL |
Xcel Energy Inc
This page
|
56,801 | $4,561,119 | |
| 3 | SO |
Southern Co
|
40,440 | $3,870,511 | |
| 4 | AEP |
American Electric Power Co Inc
|
24,381 | $3,335,564 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
20,043 | $2,340,420 | |
| 6 | EXC |
Exelon Corp
|
45,899 | $2,139,811 | |
| 7 | OGE |
Oge Energy Corp.
|
37,981 | $1,848,155 | |
| 8 | DTE |
Dte Energy Co
|
11,928 | $1,817,468 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,561,119 | 56,801 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,507,344 | 56,739 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,017,170 | 54,389 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,274,287 | 52,998 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $3,636,471 | 53,399 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,776,150 | 53,343 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $3,472,822 | 51,434 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,270,092 | 50,078 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $2,540,392 | 47,564 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $2,557,961 | 47,590 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $1,407,832 | 22,740 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,281,784 | 22,401 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $1,185,892 | 19,075 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,294,577 | 19,196 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,340,503 | 19,120 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,255,424 | 19,616 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,373,663 | 19,413 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,418,861 | 19,660 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,320,420 | 19,504 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $1,177,000 | 18,832 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,240,652 | 18,832 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $1,257,770 | 18,911 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $1,237,461 | 18,561 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,249,219 | 18,102 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,169,125 | 18,706 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $1,160,352 | 19,243 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||