Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,095
-$1,601 QoQ
Shares Held
667
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,088
of 1,279 holders
Holding Since
Mar 2020
17 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, 2026Heritage Wealth Advisors holds $35,099,998 across 16 Utilities - Regulated Electric names. EXC ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
251,426 | $31,825,503 | |
| 2 | D |
Dominion Energy, Inc
|
16,444 | $1,122,960 | |
| 3 | NEE |
Nextera Energy Inc
|
5,640 | $495,022 | |
| 4 | ETR |
Entergy Corp /De/
|
4,276 | $491,141 | |
| 5 | SO |
Southern Co
|
4,669 | $446,869 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,462 | $336,826 | |
| 7 | XEL |
Xcel Energy Inc
|
1,040 | $83,512 | |
| 8 | DTE |
Dte Energy Co
|
450 | $68,566 |
All Filings in EXC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,095 | 667 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,696 | 667 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,474 | 355 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,978 | 355 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $15,414 | 355 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $16,358 | 355 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $13,362 | 355 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,110 | 200 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,922 | 200 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $7,514 | 200 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $21,540 | 600 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $7,558 | 200 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $8,148 | 200 | Shares | Sole | 2024-12-12 | |
| 2020-12-31 | $8,443 | 200 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $7,151 | 200 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $7,258 | 200 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $7,362 | 200 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||