Position in EXC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$753,845
+$71,291 QoQ
Shares Held
16,170
+16.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#569
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, 2026Parallel Advisors, LLC holds $32,186,606 across 40 Utilities - Regulated Electric names. EXC ranks #12 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
142,717 | $12,526,271 | |
| 2 | ED |
Consolidated Edison Inc
|
15,533 | $1,718,415 | |
| 3 | DUK |
Duke Energy CORP
|
12,905 | $1,633,514 | |
| 4 | SO |
Southern Co
|
15,168 | $1,451,729 | |
| 5 | AEP |
American Electric Power Co Inc
|
10,013 | $1,369,878 | |
| 6 | EVRG |
Evergy, Inc.
|
13,723 | $1,186,078 | |
| 7 | ETR |
Entergy Corp /De/
|
7,812 | $897,286 | |
| 8 | EIX |
Edison International
|
11,282 | $839,944 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $753,845 | 16,170 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $682,554 | 13,924 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $600,800 | 13,783 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $580,854 | 12,905 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $540,579 | 12,450 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $535,726 | 11,626 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $314,519 | 8,356 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $304,611 | 7,512 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $221,157 | 6,390 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $247,210 | 6,580 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $174,294 | 4,855 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $218,048 | 5,770 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $244,765 | 6,008 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $276,976 | 6,612 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $261,671 | 6,053 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $200,336 | 5,348 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $259,728 | 5,731 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $234,339 | 4,920 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $276,959 | 4,795 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $187,897 | 3,887 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $155,794 | 3,516 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $129,470 | 2,960 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $98,625 | 2,336 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $177,440 | 4,962 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $176,623 | 4,867 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $225,314 | 6,121 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||