Position in EXC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$95,943
-$4,351 QoQ
Shares Held
2,058
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,005
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, 2026JNBA Financial Advisors holds $1,643,454 across 20 Utilities - Regulated Electric names. EXC ranks #9 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
4,061 | $326,098 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,618 | $221,358 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,664 | $194,305 | |
| 4 | LNT |
Alliant Energy Corp
|
2,179 | $166,235 | |
| 5 | CNP |
Centerpoint Energy Inc
|
2,918 | $128,508 | |
| 6 | SO |
Southern Co
|
1,262 | $120,786 | |
| 7 | NEE |
Nextera Energy Inc
|
1,363 | $119,630 | |
| 8 | EIX |
Edison International
|
1,373 | $102,219 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,943 | 2,058 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $100,294 | 2,046 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $90,928 | 2,086 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $92,090 | 2,046 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $88,837 | 2,046 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $94,279 | 2,046 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $77,011 | 2,046 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $82,965 | 2,046 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $70,812 | 2,046 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $91,896 | 2,446 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $87,811 | 2,446 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $92,434 | 2,446 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $107,798 | 2,646 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $110,840 | 2,646 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $114,386 | 2,646 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $99,119 | 2,646 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $119,916 | 2,646 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $154,606 | 3,246 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $164,385 | 2,846 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $147,243 | 3,046 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $134,968 | 3,046 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $124,484 | 2,846 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $132,824 | 3,146 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $111,606 | 3,121 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $120,519 | 3,321 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $122,246 | 3,321 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||