Position in XIFR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,405,023
+$375,679 QoQ
Shares Held
288,317
+1.1% QoQ
Ownership
0.306%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#43
of 220 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XIFR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026EP Wealth Advisors, LLC holds $3,405,023 across 1 Utilities - Renewable name. XIFR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XIFR |
XPLR Infrastructure, LP
This page
|
288,317 | $3,405,023 |
All Filings in XIFR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,405,023 | 288,317 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,029,344 | 285,249 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,011,640 | 301,164 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $2,460,073 | 300,009 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,894,374 | 304,671 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,575,832 | 313,249 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,901,493 | 358,490 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $9,076,837 | 328,395 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $9,935,393 | 330,299 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,901,860 | 325,612 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $9,482,823 | 319,287 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $1,129,406 | 19,260 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||