Position in EXC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$945,873
-$150,018 QoQ
Shares Held
20,289
-9.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#527
of 1,279 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Equitable Holdings, Inc. holds $54,779,473 across 21 Utilities - Regulated Electric names. EXC ranks #13 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
149,020 | $13,079,485 | |
| 2 | SO |
Southern Co
|
83,999 | $8,039,544 | |
| 3 | DUK |
Duke Energy CORP
|
53,087 | $6,719,752 | |
| 4 | PPL |
PPL Corp
|
146,224 | $5,315,242 | |
| 5 | AEP |
American Electric Power Co Inc
|
32,200 | $4,405,282 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
50,804 | $4,123,252 | |
| 7 | ED |
Consolidated Edison Inc
|
19,066 | $2,109,271 | |
| 8 | D |
Dominion Energy, Inc
|
21,034 | $1,436,411 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $945,873 | 20,289 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,095,891 | 22,356 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $699,968 | 16,058 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $842,497 | 18,718 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $812,344 | 18,709 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $848,517 | 18,414 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $671,685 | 17,845 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $882,692 | 21,768 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $603,667 | 17,442 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $584,138 | 15,548 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $746,037 | 20,781 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $664,688 | 17,589 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $705,413 | 17,315 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $682,346 | 16,289 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $328,288 | 7,594 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $288,329 | 7,697 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $331,153 | 7,307 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $348,413 | 7,315 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $415,005 | 7,185 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $354,042 | 7,324 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $305,030 | 6,884 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $299,269 | 6,842 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $234,236 | 5,548 | Shares | Defined | 2021-02-09 | |
| 2020-06-30 | $197,780 | 5,450 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $210,664 | 5,723 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||