Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$356,782
-$25,917 QoQ
Shares Held
7,653
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#755
of 1,279 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $47,008,511 across 20 Utilities - Regulated Electric names. EXC ranks #17 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
173,607 | $15,237,486 | |
| 2 | SO |
Southern Co
|
109,666 | $10,496,132 | |
| 3 | DUK |
Duke Energy CORP
|
42,015 | $5,318,258 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
32,268 | $3,767,934 | |
| 5 | D |
Dominion Energy, Inc
|
40,597 | $2,772,369 | |
| 6 | AEP |
American Electric Power Co Inc
|
11,342 | $1,551,699 | |
| 7 | POR |
Portland General Electric Co /Or/
|
22,221 | $1,151,714 | |
| 8 | ETR |
Entergy Corp /De/
|
9,227 | $1,059,813 |
All Filings in EXC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,782 | 7,653 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $382,699 | 7,807 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $330,586 | 7,584 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $440,647 | 9,790 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $423,779 | 9,760 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $353,848 | 7,679 | Shares | Sole | 2025-05-14 | |
| 2024-03-31 | $253,935 | 6,759 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $242,648 | 6,759 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $251,303 | 6,650 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $263,017 | 6,456 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $249,036 | 5,945 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $238,197 | 5,510 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $230,860 | 5,094 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $237,768 | 4,992 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $271,703 | 4,704 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $1,191,453 | 26,889 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,210,111 | 27,666 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,168,775 | 27,683 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,003,675 | 28,067 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,023,452 | 28,202 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $838,680 | 22,784 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||