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EP Wealth Advisors, LLC: XEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on XEL, newest first. How the timeline and the estimate are built.

EP Wealth Advisors, LLC held 613,442 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 613,442 shares
    Change vs previous 13F +47,521 shares

    0.19% of the 13F portfolio, value $49,259,386.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 565,921 shares
    Change vs previous 13F +16,668 shares

    0.22% of the 13F portfolio, value $44,956,762.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 549,253 shares
    Change vs previous 13F +201,554 shares

    0.21% of the 13F portfolio, value $40,567,802.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 347,699 shares
    Change vs previous 13F +337,546 shares

    0.16% of the 13F portfolio, value $23,678,328.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 10,153 shares
    Change vs previous 13F +2,127 shares

    0.01% of the 13F portfolio, value $718,717.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 8,026 shares
    Change vs previous 13F -740 shares

    <0.01% of the 13F portfolio, value $541,910.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 8,766 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $572,430.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).