Position in EXC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$887,644
-$33,098 QoQ
Shares Held
19,040
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#540
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, 2026Stratos Wealth Partners, LTD. holds $55,015,753 across 21 Utilities - Regulated Electric names. EXC ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
83,473 | $9,747,142 | |
| 2 | NEE |
Nextera Energy Inc
|
109,916 | $9,647,327 | |
| 3 | SO |
Southern Co
|
73,922 | $7,075,074 | |
| 4 | DUK |
Duke Energy CORP
|
54,789 | $6,935,191 | |
| 5 | D |
Dominion Energy, Inc
|
62,038 | $4,236,575 | |
| 6 | AEP |
American Electric Power Co Inc
|
23,147 | $3,166,741 | |
| 7 | FE |
Firstenergy Corp
|
39,808 | $1,892,472 | |
| 8 | LNT |
Alliant Energy Corp
|
23,701 | $1,808,149 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $887,644 | 19,040 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $920,742 | 18,783 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $791,289 | 18,153 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $786,009 | 17,463 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $774,048 | 17,827 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $833,633 | 18,091 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $696,528 | 18,505 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $737,766 | 18,194 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $377,733 | 10,914 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $540,820 | 14,395 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $519,544 | 14,472 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $539,414 | 14,274 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $473,480 | 11,622 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $472,644 | 11,283 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $477,043 | 11,035 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $408,838 | 10,914 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $744,063 | 16,418 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $791,801 | 16,624 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $648,702 | 11,231 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $530,627 | 10,977 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $518,870 | 11,710 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $480,221 | 10,979 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $438,538 | 10,387 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $422,754 | 11,822 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $429,057 | 11,823 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $392,542 | 10,664 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||