Position in EXC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$346,946
-$13,449 QoQ
Shares Held
7,442
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#765
of 1,279 holders
Holding Since
Dec 2021
17 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, 2026BENJAMIN EDWARDS INC holds $203,920,181 across 24 Utilities - Regulated Electric names. EXC ranks #24 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
517,902 | $60,475,416 | |
| 2 | NEE |
Nextera Energy Inc
|
437,768 | $38,422,896 | |
| 3 | LNT |
Alliant Energy Corp
|
285,330 | $21,767,824 | |
| 4 | SO |
Southern Co
|
202,906 | $19,420,132 | |
| 5 | DUK |
Duke Energy CORP
|
80,744 | $10,220,575 | |
| 6 | AEE |
Ameren Corp
|
77,413 | $8,750,764 | |
| 7 | ETR |
Entergy Corp /De/
|
75,564 | $8,679,280 | |
| 8 | AEP |
American Electric Power Co Inc
|
45,486 | $6,222,939 |
All Filings in EXC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,946 | 7,442 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $360,395 | 7,352 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $688,722 | 15,800 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $591,835 | 13,149 | Shares | Defined | 2025-10-23 | |
| 2024-12-31 | $612,514 | 16,273 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $712,909 | 17,581 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $513,612 | 14,840 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $525,115 | 13,977 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $653,128 | 18,193 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,740,305 | 46,052 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,932,135 | 47,426 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,324,436 | 31,617 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $1,476,823 | 34,162 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $660,981 | 17,645 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $683,199 | 15,075 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $470,012 | 9,868 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $194,420 | 3,366 | Shares | Defined | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||