Position in EXC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$13,739,147
+$1,284,264 QoQ
Shares Held
294,705
+3.1% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#196
of 1,279 holders
Holding Since
Mar 2020
24 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, 2026Janney Montgomery Scott LLC holds $555,970,930 across 29 Utilities - Regulated Electric names. EXC ranks #10 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,945,219 | $170,731,871 | |
| 2 | DUK |
Duke Energy CORP
|
766,917 | $97,076,353 | |
| 3 | D |
Dominion Energy, Inc
|
606,277 | $41,402,656 | |
| 4 | SO |
Southern Co
|
421,712 | $40,362,055 | |
| 5 | AEP |
American Electric Power Co Inc
|
248,727 | $34,028,340 | |
| 6 | ETR |
Entergy Corp /De/
|
178,820 | $20,539,265 | |
| 7 | PPL |
PPL Corp
|
560,564 | $20,376,501 | |
| 8 | ED |
Consolidated Edison Inc
|
162,158 | $17,939,539 |
All Filings in EXC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,739,147 | 294,705 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $12,454,883 | 285,728 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,300,576 | 162,199 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,962,483 | 160,352 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,795,371 | 147,469 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $5,002,126 | 123,357 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,163,998 | 120,312 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,538,380 | 120,798 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,184,534 | 144,416 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,083,660 | 160,986 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,253,834 | 153,506 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $6,564,791 | 156,715 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $7,233,459 | 167,325 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,933,364 | 158,392 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $7,171,618 | 158,244 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,098,156 | 149,027 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $9,464,556 | 163,860 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $7,998,332 | 165,460 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $6,953,579 | 156,930 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $6,777,034 | 154,939 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $6,204,308 | 146,952 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $5,151,402 | 144,055 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $5,400,107 | 148,804 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,850,131 | 131,761 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||