Position in EXC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$564,568
-$5,828 QoQ
Shares Held
12,110
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#631
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $13,216,563 across 24 Utilities - Regulated Electric names. EXC ranks #9 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,420 | $2,055,573 | |
| 2 | SO |
Southern Co
|
12,816 | $1,226,619 | |
| 3 | DUK |
Duke Energy CORP
|
8,866 | $1,122,258 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,032 | $962,047 | |
| 5 | ED |
Consolidated Edison Inc
|
5,968 | $660,239 | |
| 6 | ETR |
Entergy Corp /De/
|
5,626 | $646,202 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
7,889 | $640,271 | |
| 8 | XEL |
Xcel Energy Inc
|
7,953 | $638,625 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,568 | 12,110 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $570,396 | 11,636 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $443,484 | 10,174 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $461,937 | 10,263 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $467,589 | 10,769 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $497,157 | 10,789 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $374,518 | 9,950 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $431,573 | 10,643 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $395,869 | 11,438 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $479,055 | 12,751 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $419,563 | 11,687 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $487,566 | 12,902 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $531,494 | 13,046 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $516,922 | 12,340 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $546,686 | 12,646 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $497,618 | 13,284 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $603,299 | 13,312 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $543,886 | 11,419 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $586,495 | 10,154 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $482,771 | 9,987 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $432,599 | 9,763 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $413,036 | 9,443 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $393,532 | 9,321 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $316,261 | 8,844 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $324,251 | 8,935 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $332,210 | 9,025 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||