Position in EXC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$782,376
-$155,033 QoQ
Shares Held
16,782
-12.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#561
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WEDBUSH SECURITIES INC holds $31,098,962 across 24 Utilities - Regulated Electric names. EXC ranks #10 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
78,103 | $6,855,100 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
29,121 | $3,400,459 | |
| 3 | AEP |
American Electric Power Co Inc
|
21,469 | $2,937,173 | |
| 4 | SO |
Southern Co
|
24,215 | $2,317,617 | |
| 5 | XEL |
Xcel Energy Inc
|
28,492 | $2,287,907 | |
| 6 | DUK |
Duke Energy CORP
|
17,818 | $2,255,402 | |
| 7 | CMS |
Cms Energy Corp
|
21,130 | $1,616,445 | |
| 8 | AEE |
Ameren Corp
|
11,526 | $1,302,899 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,376 | 16,782 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $937,409 | 19,123 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $921,231 | 21,134 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $965,824 | 21,458 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $827,585 | 19,060 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $917,498 | 19,911 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $730,178 | 19,399 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $772,761 | 19,057 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $808,178 | 23,351 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $862,081 | 22,946 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $664,114 | 18,499 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $738,567 | 19,544 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $793,655 | 19,481 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $802,989 | 19,169 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $635,264 | 14,695 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $284,321 | 7,590 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $342,120 | 7,549 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $333,600 | 7,004 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $589,383 | 10,204 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $620,588 | 12,838 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $641,565 | 14,479 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $624,038 | 14,267 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $441,663 | 10,461 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $369,901 | 10,344 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $368,126 | 10,144 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $666,556 | 18,108 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||