Xcel Energy Inc

EP Wealth Advisors, LLC XEL

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/18/2026

Shares

549,253

Value ($000)

40,568

Weight

0.2%

2020 Q1 - 2025 Q4 (22 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/18/2026	40,568	0.2%	549,253	12/31/2025
2025 Q2	8/14/2025	23,678	0.2%	347,699	6/30/2025
2025 Q1	5/15/2025	719	0.0%	10,153	3/31/2025
2024 Q4	2/14/2025	542	0.0%	8,026	12/31/2024
2024 Q3	11/15/2024	572	0.0%	8,766	9/30/2024
2024 Q2	8/19/2024	658	0.0%	12,324	6/30/2024
2024 Q1	5/14/2024	671	0.0%	12,477	3/31/2024
2023 Q4	2/28/2024	697	0.0%	11,253	12/31/2023
2023 Q3	11/24/2023	403	0.0%	7,045	9/30/2023
2023 Q2	8/14/2023	442	0.0%	889	6/30/2023
2023 Q1	6/5/2023	1,718	0.0%	22,542	3/31/2023
2022 Q4	6/12/2023	570	0.0%	8,123	12/31/2022
2022 Q2	8/11/2022	507	0.0%	7,170	6/30/2022
2022 Q1	5/20/2022	508	0.0%	7,038	3/31/2022
2021 Q4	2/17/2022	384	0.0%	5,672	12/31/2021
2021 Q3	11/23/2021	354	0.0%	5,663	9/30/2021
2021 Q2	8/24/2021	373	0.0%	5,663	6/30/2021
2021 Q1	5/17/2021	376	0.0%	5,655	3/31/2021
2020 Q4	2/18/2021	376	0.0%	5,635	12/31/2020
2020 Q3	11/17/2020	388	0.0%	5,627	9/30/2020
2020 Q2	8/14/2020	352	0.0%	5,627	6/30/2020
2020 Q1	5/18/2020	339	0.0%	5,627	3/31/2020