Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$506,152
-$78,852 QoQ
Shares Held
10,857
-9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#660
of 1,279 holders
Holding Since
Mar 2020
26 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, 2026Ausdal Financial Partners, Inc. holds $11,168,800 across 12 Utilities - Regulated Electric names. EXC ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
25,081 | $2,400,501 | |
| 2 | NEE |
Nextera Energy Inc
|
25,685 | $2,254,371 | |
| 3 | DUK |
Duke Energy CORP
|
11,600 | $1,468,327 | |
| 4 | EIX |
Edison International
|
19,517 | $1,453,040 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,034 | $962,320 | |
| 6 | ETR |
Entergy Corp /De/
|
6,354 | $729,820 | |
| 7 | EXC |
Exelon Corp
This page
|
10,857 | $506,152 | |
| 8 | LNT |
Alliant Energy Corp
|
5,004 | $381,754 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,152 | 10,857 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $585,004 | 11,934 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $512,007 | 11,746 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $552,812 | 12,282 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $504,149 | 11,611 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $551,761 | 11,974 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $444,001 | 11,796 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $465,189 | 11,472 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $416,981 | 12,048 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $420,558 | 11,194 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $415,255 | 11,567 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $427,404 | 11,310 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $412,818 | 10,133 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $473,147 | 11,295 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $568,517 | 13,151 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $469,223 | 12,526 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $337,135 | 7,439 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $346,889 | 7,283 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $429,561 | 7,437 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $358,924 | 7,425 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $340,877 | 7,693 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $311,691 | 7,126 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $245,298 | 5,810 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $297,201 | 8,311 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $259,328 | 7,146 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $285,977 | 7,769 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||