Position in EXC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$223,123
-$77,712 QoQ
Shares Held
4,786
-22.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#917
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, 2026IFP Advisors, Inc holds $36,052,907 across 32 Utilities - Regulated Electric names. EXC ranks #22 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
41,174 | $5,211,804 | |
| 2 | NEE |
Nextera Energy Inc
|
55,230 | $4,847,537 | |
| 3 | PPL |
PPL Corp
|
123,238 | $4,479,701 | |
| 4 | SO |
Southern Co
|
35,414 | $3,389,473 | |
| 5 | ETR |
Entergy Corp /De/
|
24,127 | $2,771,227 | |
| 6 | EIX |
Edison International
|
27,478 | $2,045,737 | |
| 7 | D |
Dominion Energy, Inc
|
25,484 | $1,740,302 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
14,731 | $1,720,138 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,123 | 4,786 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $300,835 | 6,137 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $261,016 | 5,988 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $207,631 | 4,613 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $122,661 | 2,825 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $188,513 | 4,091 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $133,509 | 3,547 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $83,695 | 2,064 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $90,193 | 2,606 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $128,188 | 3,412 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $211,271 | 5,885 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $392,260 | 10,380 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $398,559 | 9,783 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $414,333 | 9,891 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,374 | 37,391 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $572,276 | 15,277 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $601,396 | 13,270 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $526,930 | 11,063 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $535,146 | 9,265 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $553,686 | 11,454 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $410,355 | 9,261 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $277,530 | 6,345 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $97,528 | 2,310 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $71,090 | 1,988 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $79,584 | 2,193 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $104,908 | 2,850 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||