Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$477,248
+$59,696 QoQ
Shares Held
10,237
+20.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#679
of 1,279 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $105,821,940 across 20 Utilities - Regulated Electric names. EXC ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
342,150 | $32,747,176 | |
| 2 | DUK |
Duke Energy CORP
|
221,444 | $28,030,381 | |
| 3 | NEE |
Nextera Energy Inc
|
249,800 | $21,924,945 | |
| 4 | IDA |
Idacorp Inc
|
64,018 | $9,685,923 | |
| 5 | XEL |
Xcel Energy Inc
|
31,270 | $2,510,981 | |
| 6 | ETR |
Entergy Corp /De/
|
14,271 | $1,639,167 | |
| 7 | ED |
Consolidated Edison Inc
|
13,170 | $1,456,997 | |
| 8 | AEP |
American Electric Power Co Inc
|
10,547 | $1,442,935 |
All Filings in EXC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,248 | 10,237 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $417,552 | 8,518 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $610,477 | 14,005 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $608,985 | 13,530 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $554,951 | 12,781 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $760,596 | 16,506 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $540,736 | 14,366 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $418,354 | 10,317 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $325,749 | 9,412 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $342,187 | 9,108 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $207,430 | 5,778 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $244,916 | 6,481 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||