Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$892,119
+$12,554 QoQ
Shares Held
19,136
+6.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#538
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, 2026Independent Advisor Alliance holds $69,225,545 across 24 Utilities - Regulated Electric names. EXC ranks #13 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
123,435 | $15,624,401 | |
| 2 | SO |
Southern Co
|
137,163 | $13,127,869 | |
| 3 | NEE |
Nextera Energy Inc
|
89,439 | $7,850,061 | |
| 4 | AEP |
American Electric Power Co Inc
|
48,671 | $6,658,679 | |
| 5 | D |
Dominion Energy, Inc
|
62,268 | $4,252,281 | |
| 6 | ETR |
Entergy Corp /De/
|
35,069 | $4,028,024 | |
| 7 | ED |
Consolidated Edison Inc
|
34,156 | $3,778,677 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
26,077 | $3,045,010 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $892,119 | 19,136 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $879,565 | 17,943 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $872,932 | 20,026 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $997,961 | 22,172 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $943,993 | 21,741 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $962,979 | 20,898 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $762,172 | 20,249 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $665,627 | 16,415 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $583,558 | 16,861 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $576,887 | 15,355 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $564,527 | 15,725 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $644,395 | 17,052 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $603,481 | 14,813 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $644,896 | 15,395 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $680,569 | 15,743 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $591,643 | 15,794 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $737,945 | 16,283 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $797,659 | 16,747 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,076,762 | 18,642 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,124,339 | 23,259 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $760,626 | 17,166 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $775,685 | 17,734 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $760,846 | 18,021 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $655,623 | 18,334 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $794,062 | 21,881 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $674,581 | 18,326 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||