Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$273,006
-$27,682 QoQ
Shares Held
5,856
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#840
of 1,279 holders
Holding Since
Mar 2020
23 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, 2026Mutual Advisors, LLC holds $20,188,861 across 16 Utilities - Regulated Electric names. EXC ranks #14 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
34,878 | $3,338,173 | |
| 2 | DUK |
Duke Energy CORP
|
24,041 | $3,043,109 | |
| 3 | NEE |
Nextera Energy Inc
|
31,144 | $2,733,508 | |
| 4 | AEE |
Ameren Corp
|
23,763 | $2,686,169 | |
| 5 | AEP |
American Electric Power Co Inc
|
15,416 | $2,109,062 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
16,440 | $1,334,270 | |
| 7 | ED |
Consolidated Edison Inc
|
9,699 | $1,073,000 | |
| 8 | PPL |
PPL Corp
|
29,007 | $1,054,404 |
All Filings in EXC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,006 | 5,856 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $300,688 | 6,134 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $314,981 | 7,226 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $326,772 | 7,260 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $210,500 | 4,848 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $219,801 | 4,770 | Shares | Sole | 2025-04-28 | |
| 2024-03-31 | $306,646 | 8,162 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $287,092 | 7,997 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $326,807 | 8,648 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $351,993 | 8,640 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $392,006 | 9,358 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $368,362 | 8,521 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $305,898 | 8,166 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $366,502 | 8,087 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $388,422 | 8,155 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $470,975 | 8,154 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $393,584 | 8,142 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $360,772 | 8,142 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $331,593 | 7,581 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $293,048 | 6,941 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $265,839 | 7,434 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $208,268 | 5,739 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $206,136 | 5,600 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||