Position in EXC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,655,517
+$41,537 QoQ
Shares Held
35,511
+7.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#425
of 1,279 holders
Holding Since
Dec 2024
7 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, 2026Merit Financial Group, LLC holds $113,717,904 across 31 Utilities - Regulated Electric names. EXC ranks #18 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
114,295 | $10,939,170 | |
| 2 | AEP |
American Electric Power Co Inc
|
77,844 | $10,649,832 | |
| 3 | NEE |
Nextera Energy Inc
|
117,949 | $10,352,378 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
78,182 | $9,129,307 | |
| 5 | DUK |
Duke Energy CORP
|
70,386 | $8,909,455 | |
| 6 | EIX |
Edison International
|
102,639 | $7,641,469 | |
| 7 | LNT |
Alliant Energy Corp
|
86,734 | $6,616,933 | |
| 8 | PCG |
PG&E Corp
|
383,850 | $6,456,354 |
All Filings in EXC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,655,517 | 35,511 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,613,980 | 32,925 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,249,678 | 28,669 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,170,167 | 25,998 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,215,021 | 27,983 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $918,604 | 19,935 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $204,686 | 5,438 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||