Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$329,183
-$73,859 QoQ
Shares Held
7,061
-14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#783
of 1,279 holders
Holding Since
Mar 2020
23 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, 2026Essex Financial Services, Inc. holds $18,105,192 across 19 Utilities - Regulated Electric names. EXC ranks #14 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,812 | $3,757,609 | |
| 2 | SO |
Southern Co
|
37,207 | $3,561,081 | |
| 3 | DUK |
Duke Energy CORP
|
15,657 | $1,981,863 | |
| 4 | ES |
Eversource Energy
|
20,910 | $1,511,165 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,643 | $1,045,638 | |
| 6 | D |
Dominion Energy, Inc
|
13,750 | $938,987 | |
| 7 | ED |
Consolidated Edison Inc
|
6,151 | $680,485 | |
| 8 | EIX |
Edison International
|
7,521 | $559,938 |
All Filings in EXC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,183 | 7,061 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $403,042 | 8,222 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $460,920 | 10,574 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $398,653 | 8,857 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $383,528 | 8,833 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $260,029 | 5,643 | Shares | Sole | 2025-04-25 | |
| 2024-06-30 | $256,979 | 7,425 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $255,363 | 6,797 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $246,848 | 6,876 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $254,742 | 6,741 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $274,302 | 6,733 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $345,299 | 8,243 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $354,399 | 8,198 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $307,134 | 8,199 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $367,409 | 8,107 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $384,707 | 8,077 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $465,661 | 8,062 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $370,429 | 7,663 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $330,287 | 7,454 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $326,038 | 7,454 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $240,189 | 5,689 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $203,438 | 5,689 | Shares | Sole | 2020-11-10 | |
| 2020-03-31 | $222,921 | 6,056 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||