Position in EXC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,941
+$2,343 QoQ
Shares Held
106
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,209
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, 2026Financial Management Professionals, Inc. holds $1,458,240 across 27 Utilities - Regulated Electric names. EXC ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,198 | $784,542 | |
| 2 | NEE |
Nextera Energy Inc
|
3,019 | $264,977 | |
| 3 | SO |
Southern Co
|
1,479 | $141,555 | |
| 4 | D |
Dominion Energy, Inc
|
950 | $64,875 | |
| 5 | ETR |
Entergy Corp /De/
|
490 | $56,281 | |
| 6 | AEP |
American Electric Power Co Inc
|
227 | $31,055 | |
| 7 | NGG |
National Grid PLC
|
211 | $17,485 | |
| 8 | XEL |
Xcel Energy Inc
|
170 | $13,651 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,941 | 106 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,598 | 53 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,310 | 53 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,880 | 64 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,778 | 64 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $11,980 | 260 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $5,721 | 152 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,338 | 107 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,703 | 107 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,019 | 107 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,815 | 162 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $14,435 | 382 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $12,425 | 305 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $8,713 | 208 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $12,061 | 279 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $9,477 | 253 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $11,465 | 253 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $9,526 | 200 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $8,144 | 141 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $6,815 | 141 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $10,545 | 238 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $10,410 | 238 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $8,992 | 213 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $7,616 | 213 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $7,403 | 204 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $3,681 | 100 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||