Position in EXC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$489,836
-$18,305 QoQ
Shares Held
10,507
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#671
of 1,279 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $40,171,773 across 18 Utilities - Regulated Electric names. EXC ranks #12 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
177,897 | $12,148,585 | |
| 2 | DUK |
Duke Energy CORP
|
46,487 | $5,884,324 | |
| 3 | EVRG |
Evergy, Inc.
|
56,254 | $4,862,033 | |
| 4 | SO |
Southern Co
|
37,961 | $3,633,247 | |
| 5 | NEE |
Nextera Energy Inc
|
34,179 | $2,999,890 | |
| 6 | AEP |
American Electric Power Co Inc
|
21,348 | $2,920,618 | |
| 7 | ED |
Consolidated Edison Inc
|
24,467 | $2,706,784 | |
| 8 | ETR |
Entergy Corp /De/
|
11,154 | $1,281,148 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,836 | 10,507 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $508,141 | 10,366 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $375,309 | 8,610 | Shares | Defined | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||