Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,986
-$720 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,158
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, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $18,402,633 across 17 Utilities - Regulated Electric names. EXC ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
175,341 | $15,389,679 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,800 | $1,203,928 | |
| 3 | DUK |
Duke Energy CORP
|
2,584 | $327,082 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
4,000 | $324,640 | |
| 5 | OGE |
Oge Energy Corp.
|
6,600 | $321,156 | |
| 6 | ED |
Consolidated Edison Inc
|
2,800 | $309,764 | |
| 7 | LNT |
Alliant Energy Corp
|
2,150 | $164,023 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
840 | $98,086 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,986 | 300 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,706 | 300 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,077 | 300 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,503 | 300 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,026 | 300 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $13,824 | 300 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,292 | 300 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $12,165 | 300 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,383 | 300 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,271 | 300 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,770 | 300 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $11,337 | 300 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,222 | 300 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $12,567 | 300 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,969 | 300 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,238 | 300 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $13,596 | 300 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $14,289 | 300 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $20,389 | 353 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $14,501 | 300 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $13,293 | 300 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $13,122 | 300 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $12,665 | 300 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,727 | 300 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $10,887 | 300 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $11,043 | 300 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||