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EP Wealth Advisors’s Xcel Energy XEL Stock Holding History

EP Wealth Advisors’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.3M Buy
613,442
+47,521
+8% +$3.79M 0.19% 86
2026
Q1 		$45M Buy
565,921
+16,668
+3% +$1.31M 0.22% 76
2025
Q4 		$40.6M Buy
+549,253
New +$43.3M 0.21% 74
2025
Q2 		$23.7M Buy
347,699
+337,546
+3,325% +$23.4M 0.16% 109
2025
Q1 		$719K Buy
10,153
+2,127
+27% +$145K 0.01% 588
2024
Q4 		$542K Sell
8,026
-740
-8% -$49.6K ﹤0.01% 668
2024
Q3 		$572K Sell
8,766
-3,558
-29% -$211K ﹤0.01% 645
2024
Q2 		$658K Sell
12,324
-153
-1% -$8.32K 0.01% 476
2024
Q1 		$671K Buy
12,477
+1,224
+11% +$69.9K 0.01% 450
2023
Q4 		$697K Buy
11,253
+4,208
+60% +$252K 0.01% 433
2023
Q3 		$403K Buy
7,045
+6,156
+692% +$370K 0.01% 500
2023
Q2 		$442K Sell
889
-21,653
-96% -$1.45M 0.01% 493
2023
Q1 		$1.72M Buy
22,542
+14,419
+178% +$973K 0.03% 236
2022
Q4 		$570K Buy
+8,123
New +$540K 0.01% 357
2022
Q3 		– Sell
-7,170
Closed -$507K – 656
2022
Q2 		$507K Buy
7,170
+132
+2% +$9.6K 0.01% 367
2022
Q1 		$508K Buy
7,038
+1,366
+24% +$93.9K 0.01% 382
2021
Q4 		$384K Buy
5,672
+9
+0.2% +$587 0.01% 414
2021
Q3 		$354K Hold
5,663
– – 0.01% 399
2021
Q2 		$373K Buy
5,663
+8
+0.1% +$557 0.01% 396
2021
Q1 		$376K Buy
5,655
+20
+0.4% +$1.26K 0.01% 368
2020
Q4 		$376K Buy
5,635
+8
+0.1% +$557 0.01% 313
2020
Q3 		$388K Hold
5,627
– – 0.02% 259
2020
Q2 		$352K Hold
5,627
– – 0.02% 290
2020
Q1 		$339K Buy
+5,627
New +$367K 0.02% 302
2019
Q4 		– Sell
-3,439
Closed -$223K – 438
2019
Q3 		$223K Hold
3,439
– – 0.01% 328
2019
Q2 		$205K Buy
+3,439
New +$198K 0.01% 297

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EP Wealth Advisors's XEL Position: Q2 2026 in Review

EP Wealth Advisors increased its Xcel Energy (XEL) stake by 8.4% in Q2 2026, buying an estimated $3.79M and bringing the position to 613,442 shares worth $49.3M. The position accounts for 0.19% of the portfolio, ranked #86.

EP Wealth Advisors first reported a position in XEL in Q2 2019 and has held it in 26 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • EP Wealth Advisors held 613,442 shares of Xcel Energy worth $49.3M as of Q2 2026.
  • EP Wealth Advisors bought 47,521 Xcel Energy shares in Q2 2026, an estimated $3.79M.
  • Xcel Energy made up 0.19% of EP Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • EP Wealth Advisors first reported a position in Xcel Energy in Q2 2019 and has held it in 26 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.