Skip to main content
Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XEL overviewAll 13F holders of XELFull Q2 2026 holdings

Shares (Q2 2026)
613,442
Value
$49.3M
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of XEL by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026613,442$49.3M0.2%+47,521+8.4%AddedHolders
Q1 2026565,921$45.0M0.2%+16,668+3.0%AddedHolders
Q4 2025549,253$40.6M0.2%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 2025347,699$23.7M0.2%+337,546+3,324.6%AddedHolders
Q1 202510,153$718.7K<0.1%+2,127+26.5%AddedHolders
Q4 20248,026$541.9K<0.1%−740−8.4%ReducedHolders
Q3 20248,766$572.4K<0.1%−3,558−28.9%ReducedHolders
Q2 202412,324$658.2K<0.1%−153−1.2%ReducedHolders
Q1 202412,477$670.6K<0.1%+1,224+10.9%AddedHolders
Q4 202311,253$696.7K<0.1%+4,208+59.7%AddedHolders
Q3 20237,045$403.1K<0.1%+6,156+692.5%AddedHolders
Q2 2023889$442.2K<0.1%−21,653−96.1%ReducedHolders
Q1 202322,542$1.72M<0.1%+14,419+177.5%AddedHolders
Q4 20228,123$569.5K<0.1%+8,123NewHolders
Q3 20220$00.0%−7,170−100.0%Sold outHolders
Q2 20227,170$507.0K<0.1%+132+1.9%AddedHolders
Q1 20227,038$508.0K<0.1%+1,366+24.1%AddedHolders
Q4 20215,672$384.0K<0.1%+9+0.2%AddedHolders
Q3 20215,663$354.0K<0.1%00.0%UnchangedHolders
Q2 20215,663$373.0K<0.1%+8+0.1%AddedHolders
Q1 20215,655$376.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.