Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$508,997
+$154,632 QoQ
Shares Held
10,918
+51.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#658
of 1,279 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $32,343,748 across 16 Utilities - Regulated Electric names. EXC ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
153,160 | $17,313,206 | |
| 2 | EVRG |
Evergy, Inc.
|
45,710 | $3,950,715 | |
| 3 | NEE |
Nextera Energy Inc
|
41,739 | $3,663,432 | |
| 4 | CNP |
Centerpoint Energy Inc
|
33,033 | $1,454,773 | |
| 5 | DUK |
Duke Energy CORP
|
10,291 | $1,302,634 | |
| 6 | SO |
Southern Co
|
8,353 | $799,465 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,547 | $647,723 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,538 | $620,843 |
All Filings in EXC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,997 | 10,918 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $354,365 | 7,229 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $298,417 | 6,846 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $296,390 | 6,585 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||