Position in EXC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$883,122
-$111,934 QoQ
Shares Held
18,943
-6.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#540
of 1,276 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, 2026Sowell Financial Services LLC holds $23,151,278 across 28 Utilities - Regulated Electric names. EXC ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
30,590 | $3,872,082 | |
| 2 | FE |
Firstenergy Corp
|
69,833 | $3,319,860 | |
| 3 | ETR |
Entergy Corp /De/
|
25,483 | $2,926,977 | |
| 4 | NEE |
Nextera Energy Inc
|
28,521 | $2,503,288 | |
| 5 | SO |
Southern Co
|
24,007 | $2,297,709 | |
| 6 | EXC |
Exelon Corp
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|
18,943 | $883,122 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
7,785 | $832,995 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,439 | $607,299 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $883,122 | 18,943 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $995,056 | 20,299 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $870,797 | 19,977 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $922,659 | 20,499 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $880,731 | 20,284 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $974,638 | 21,151 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $789,461 | 20,974 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $769,152 | 18,968 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $664,512 | 19,200 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $742,383 | 19,760 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $688,885 | 19,189 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $936,927 | 24,793 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,029,499 | 25,270 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $902,561 | 21,546 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,278,008 | 29,563 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $938,934 | 25,065 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,146,958 | 25,308 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $595,422 | 12,501 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,278,806 | 22,140 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,153,585 | 23,864 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,479,734 | 33,395 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,462,491 | 33,436 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,037,682 | 24,578 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $654,514 | 18,303 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,252,950 | 34,526 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,284,156 | 34,886 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||