Position in XEL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$44,956,764
+$4,388,938 QoQ
Shares Held
565,921
+3.0% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026EP Wealth Advisors, LLC holds $167,382,733 across 28 Utilities - Regulated Electric names. XEL ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
644,609 | $59,871,283 | |
| 2 | XEL |
Xcel Energy Inc
This page
|
565,921 | $44,956,764 | |
| 3 | SO |
Southern Co
|
385,144 | $37,174,098 | |
| 4 | DUK |
Duke Energy CORP
|
28,787 | $3,769,369 | |
| 5 | IDA |
Idacorp Inc
|
17,550 | $2,509,123 | |
| 6 | AEP |
American Electric Power Co Inc
|
16,750 | $2,195,590 | |
| 7 | ED |
Consolidated Edison Inc
|
16,193 | $1,832,723 | |
| 8 | ES |
Eversource Energy
|
24,148 | $1,672,973 |
All Filings in XEL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,956,764 | 565,921 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $40,567,826 | 549,253 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $23,678,301 | 347,699 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $718,730 | 10,153 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $541,915 | 8,026 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $572,419 | 8,766 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $658,224 | 12,324 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $670,638 | 12,477 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $696,673 | 11,253 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $403,114 | 7,045 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $55,269 | 889 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,520,232 | 22,542 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $569,503 | 8,123 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $507,349 | 7,170 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $507,932 | 7,038 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $383,994 | 5,672 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $353,937 | 5,663 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $373,078 | 5,663 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $376,114 | 5,655 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $375,685 | 5,635 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $388,319 | 5,627 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $351,687 | 5,627 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $339,308 | 5,627 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||