Position in EXC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$222,843
-$932 QoQ
Shares Held
4,780
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#918
of 1,279 holders
Holding Since
Mar 2020
13 quarters on record
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SNS Financial Group, LLC holds $15,082,712 across 10 Utilities - Regulated Electric names. EXC ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
70,213 | $6,162,595 | |
| 2 | SO |
Southern Co
|
31,121 | $2,978,590 | |
| 3 | XEL |
Xcel Energy Inc
|
20,862 | $1,675,218 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
10,526 | $1,229,121 | |
| 5 | DUK |
Duke Energy CORP
|
7,827 | $990,741 | |
| 6 | D |
Dominion Energy, Inc
|
10,845 | $740,605 | |
| 7 | AEP |
American Electric Power Co Inc
|
4,805 | $657,372 | |
| 8 | EXC |
Exelon Corp
This page
|
4,780 | $222,843 |
All Filings in EXC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,843 | 4,780 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $223,775 | 4,565 | Shares | Defined | 2026-04-14 | |
| 2025-09-30 | $205,649 | 4,569 | Shares | Defined | 2025-11-13 | |
| 2025-03-31 | $211,506 | 4,590 | Shares | Defined | 2025-05-05 | |
| 2022-03-31 | $225,337 | 4,731 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $273,262 | 4,731 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $228,696 | 4,731 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $209,630 | 4,731 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $206,934 | 4,731 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $199,742 | 4,731 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $218,707 | 6,116 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $240,276 | 6,621 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $243,719 | 6,621 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||