Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$224,288
-$9,292 QoQ
Shares Held
4,811
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#916
of 1,279 holders
Holding Since
Mar 2021
22 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, 2026Moors & Cabot, Inc. holds $52,167,172 across 21 Utilities - Regulated Electric names. EXC ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
187,240 | $16,434,054 | |
| 2 | HE |
Hawaiian Electric Industries Inc
|
578,331 | $7,824,818 | |
| 3 | DUK |
Duke Energy CORP
|
51,784 | $6,554,818 | |
| 4 | SO |
Southern Co
|
61,102 | $5,848,072 | |
| 5 | ES |
Eversource Energy
|
32,096 | $2,319,577 | |
| 6 | CNP |
Centerpoint Energy Inc
|
51,566 | $2,270,966 | |
| 7 | ED |
Consolidated Edison Inc
|
17,285 | $1,912,239 | |
| 8 | AEP |
American Electric Power Co Inc
|
11,919 | $1,630,638 |
All Filings in EXC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,288 | 4,811 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $233,580 | 4,765 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $211,978 | 4,863 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $214,157 | 4,758 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $223,091 | 5,138 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $245,975 | 5,338 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $215,714 | 5,731 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $232,392 | 5,731 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $224,861 | 6,497 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $298,193 | 7,937 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $262,249 | 7,305 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $264,718 | 7,005 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $273,039 | 6,702 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $280,746 | 6,702 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $325,003 | 7,518 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $261,620 | 6,984 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $318,418 | 7,026 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $351,938 | 7,389 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $406,341 | 7,035 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $267,271 | 5,529 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $220,619 | 4,979 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $201,903 | 4,616 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||