EP Wealth Advisors, LLC

CIK
0001540569
City
TORRANCE
State / Country
CA

Holdings in XEL

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $40,567,826 549,253
2025-06-30 $23,678,301 347,699
2025-03-31 $718,730 10,153
2024-12-31 $541,915 8,026
2024-09-30 $572,419 8,766
2024-06-30 $658,224 12,324
2024-03-31 $670,638 12,477
2023-12-31 $696,673 11,253
2023-09-30 $403,114 7,045
2023-06-30 $55,269 889
2023-03-31 $1,520,232 22,542
2022-12-31 $569,503 8,123
2022-06-30 $507,349 7,170
2022-03-31 $507,932 7,038
2021-12-31 $383,994 5,672
2021-09-30 $353,937 5,663
2021-06-30 $373,078 5,663
2021-03-31 $376,114 5,655
2020-12-31 $375,685 5,635
2020-09-30 $388,319 5,627
2020-06-30 $351,687 5,627
2020-03-31 $339,308 5,627