Position in EXC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,613,563
-$253,420 QoQ
Shares Held
56,061
-4.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#369
of 1,279 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names. EXC ranks #11 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
330,323 | $28,992,448 | |
| 2 | SO |
Southern Co
|
163,484 | $15,647,052 | |
| 3 | DUK |
Duke Energy CORP
|
95,906 | $12,139,779 | |
| 4 | AEP |
American Electric Power Co Inc
|
74,857 | $10,241,183 | |
| 5 | D |
Dominion Energy, Inc
|
102,192 | $6,978,690 | |
| 6 | DTE |
Dte Energy Co
|
44,847 | $6,833,336 | |
| 7 | ED |
Consolidated Edison Inc
|
56,499 | $6,250,484 | |
| 8 | FE |
Firstenergy Corp
|
97,434 | $4,632,012 |
All Filings in EXC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,613,563 | 56,061 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $2,866,983 | 58,486 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,154,042 | 49,416 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,160,658 | 48,004 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,889,636 | 43,520 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,657,911 | 35,979 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,037,733 | 27,570 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,103,648 | 27,217 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $971,917 | 28,082 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $669,534 | 17,821 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $853,594 | 23,777 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,045,498 | 27,666 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,093,705 | 26,846 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $693,236 | 16,549 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $225,919 | 5,226 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $200,808 | 4,216 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $211,863 | 3,668 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||