Position in EXC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,711,653
+$235,073 QoQ
Shares Held
36,715
+21.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#422
of 1,279 holders
Holding Since
Mar 2020
26 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $80,119,343 across 32 Utilities - Regulated Electric names. EXC ranks #12 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
150,892 | $13,243,790 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
106,981 | $8,682,577 | |
| 3 | SO |
Southern Co
|
81,604 | $7,810,318 | |
| 4 | DUK |
Duke Energy CORP
|
59,396 | $7,518,345 | |
| 5 | LNT |
Alliant Energy Corp
|
88,831 | $6,776,916 | |
| 6 | CIG |
Energy Co Of Minas Gerais
|
2,513,297 | $5,277,923 | |
| 7 | AEP |
American Electric Power Co Inc
|
24,973 | $3,416,556 | |
| 8 | ETR |
Entergy Corp /De/
|
24,362 | $2,798,219 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,711,653 | 36,715 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,476,580 | 30,122 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,192,971 | 27,368 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,128,310 | 25,068 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,176,247 | 27,090 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,293,281 | 28,066 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $844,905 | 22,447 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $849,806 | 20,957 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $796,376 | 23,010 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $840,102 | 22,361 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $773,537 | 21,547 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $442,861 | 11,719 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $769,130 | 18,879 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,021,361 | 24,382 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,272,777 | 29,442 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $712,938 | 19,032 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $900,327 | 19,866 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $845,575 | 17,753 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $888,349 | 15,380 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $730,320 | 15,108 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $526,935 | 11,892 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $641,666 | 14,670 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $567,394 | 13,439 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $529,354 | 14,803 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $636,418 | 17,537 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $561,684 | 15,259 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||