Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,054,963
-$82,202 QoQ
Shares Held
22,629
-2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#509
of 1,279 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $127,480,638 across 34 Utilities - Regulated Electric names. EXC ranks #21 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
152,002 | $19,240,413 | |
| 2 | SO |
Southern Co
|
187,404 | $17,936,436 | |
| 3 | D |
Dominion Energy, Inc
|
217,259 | $14,836,617 | |
| 4 | NEE |
Nextera Energy Inc
|
119,329 | $10,473,506 | |
| 5 | LNT |
Alliant Energy Corp
|
106,740 | $8,143,194 | |
| 6 | EVRG |
Evergy, Inc.
|
75,581 | $6,532,465 | |
| 7 | AEP |
American Electric Power Co Inc
|
46,407 | $6,348,941 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
49,666 | $5,799,498 |
All Filings in EXC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,054,963 | 22,629 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,137,165 | 23,198 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,190,224 | 27,305 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,127,050 | 25,040 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,126,835 | 25,952 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $867,824 | 18,833 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $325,059 | 8,636 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $369,734 | 9,118 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $279,198 | 8,067 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $546,117 | 14,536 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $581,328 | 16,193 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $650,214 | 17,206 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $638,273 | 15,667 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $631,491 | 15,075 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $308,791 | 7,143 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $276,454 | 7,380 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $340,353 | 7,510 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $370,704 | 7,783 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $418,240 | 7,241 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $221,977 | 4,592 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $203,471 | 4,592 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||