Xcel Energy shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $24M | 348k | 68.10 |
| 2025-03-31 | $719k | 10k | 70.79 |
| 2024-12-31 | $542k | 8.0k | 67.52 |
| 2024-09-30 | $572k | 8.8k | 65.30 |
| 2024-06-30 | $658k | 12k | 53.41 |
| 2024-03-31 | $671k | 13k | 53.75 |
| 2023-12-31 | $697k | 11k | 61.91 |
| 2023-09-30 | $403k | 7.0k | 57.22 |
| 2023-06-30 | $442k | 889 | 497.38 |
| 2023-03-31 | $1.7M | 23k | 76.21 |
| 2022-12-31 | $570k | 8.1k | 70.11 |
| 2022-06-30 | $507k | 7.2k | 70.71 |
| 2022-03-31 | $508k | 7.0k | 72.18 |
| 2021-12-31 | $384k | 5.7k | 67.70 |
| 2021-09-30 | $354k | 405 | 874.07 |
| 2021-06-30 | $373k | 5.7k | 65.87 |
| 2021-03-31 | $376k | 5.7k | 66.49 |
| 2020-12-31 | $376k | 5.6k | 66.73 |
| 2020-09-30 | $388k | 5.6k | 68.95 |
| 2020-06-30 | $352k | 5.6k | 62.56 |
| 2020-03-31 | $339k | 5.6k | 60.25 |
| 2019-09-30 | $223k | 3.4k | 64.84 |
| 2019-06-30 | $205k | 3.4k | 59.61 |