Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,125,448
+$182,117 QoQ
Shares Held
131,391
+8.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#272
of 1,279 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 38%
Shared 1%
None 61%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Focus Partners Wealth holds $705,457,085 across 32 Utilities - Regulated Electric names. EXC ranks #16 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,154,784 | $146,172,558 | |
| 2 | SO |
Southern Co
|
1,407,819 | $134,742,356 | |
| 3 | NEE |
Nextera Energy Inc
|
1,170,089 | $102,698,711 | |
| 4 | D |
Dominion Energy, Inc
|
760,846 | $51,958,173 | |
| 5 | PCG |
PG&E Corp
|
2,947,922 | $49,584,048 | |
| 6 | DTE |
Dte Energy Co
|
268,718 | $40,944,561 | |
| 7 | EVRG |
Evergy, Inc.
|
412,886 | $35,685,736 | |
| 8 | EIX |
Edison International
|
262,903 | $19,573,128 |
All Filings in EXC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,125,448 | 131,391 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,943,331 | 121,243 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,046,957 | 414,016 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,298,018 | 384,315 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,797,588 | 41,400 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,835,412 | 39,831 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,490,431 | 39,597 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $1,187,912 | 29,295 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $222,819 | 6,438 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||