Position in EXC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$691,840
-$65,273 QoQ
Shares Held
14,840
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#582
of 1,279 holders
Holding Since
Sep 2020
16 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, 2026Prospera Financial Services Inc holds $47,494,062 across 21 Utilities - Regulated Electric names. EXC ranks #15 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
110,062 | $9,660,141 | |
| 2 | DUK |
Duke Energy CORP
|
63,028 | $7,978,084 | |
| 3 | SO |
Southern Co
|
75,197 | $7,197,104 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,342 | $3,877,469 | |
| 5 | D |
Dominion Energy, Inc
|
50,810 | $3,469,814 | |
| 6 | EVRG |
Evergy, Inc.
|
33,590 | $2,903,183 | |
| 7 | ETR |
Entergy Corp /De/
|
13,633 | $1,565,886 | |
| 8 | EIX |
Edison International
|
20,633 | $1,536,126 |
All Filings in EXC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,840 | 14,840 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $757,113 | 15,445 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $641,470 | 14,716 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $710,122 | 15,777 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $694,937 | 16,005 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $493,332 | 10,706 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $501,214 | 13,316 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $466,771 | 11,511 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $340,908 | 9,850 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $320,847 | 8,540 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $243,689 | 6,788 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $216,110 | 5,159 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $1,683,789 | 44,949 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,852,590 | 40,878 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,673,146 | 35,128 | Shares | Sole | 2022-05-04 | |
| 2020-09-30 | $71,698 | 2,005 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||