Position in EXC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$469,090
-$40,472 QoQ
Shares Held
10,062
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#682
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $54,615,449 across 31 Utilities - Regulated Electric names. EXC ranks #16 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
56,354 | $6,580,456 | |
| 2 | DUK |
Duke Energy CORP
|
50,890 | $6,441,656 | |
| 3 | AEP |
American Electric Power Co Inc
|
44,580 | $6,098,989 | |
| 4 | FE |
Firstenergy Corp
|
116,874 | $5,556,189 | |
| 5 | ETR |
Entergy Corp /De/
|
47,169 | $5,417,831 | |
| 6 | NGG |
National Grid PLC
|
57,639 | $4,776,543 | |
| 7 | NEE |
Nextera Energy Inc
|
38,933 | $3,417,149 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
28,409 | $3,039,763 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,090 | 10,062 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $509,562 | 10,395 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,177,235 | 27,007 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,101,574 | 24,474 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,067,263 | 24,580 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,030,348 | 22,360 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $725,435 | 19,273 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $797,091 | 19,657 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $517,073 | 14,940 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $570,387 | 15,182 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $514,590 | 14,334 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $455,369 | 12,050 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $465,454 | 11,425 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $468,246 | 11,178 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $475,919 | 11,009 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $104,063 | 2,778 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $97,709 | 2,156 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $103,976 | 2,183 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $409,807 | 7,095 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $354,863 | 7,341 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $325,856 | 7,354 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $314,315 | 7,186 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $348,230 | 8,248 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $80,245 | 2,244 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $95,334 | 2,627 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $102,479 | 2,784 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||