Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$792,540
-$72,417 QoQ
Shares Held
17,000
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#556
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, 2026IHT Wealth Management, LLC holds $31,978,484 across 19 Utilities - Regulated Electric names. EXC ranks #13 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
56,722 | $4,978,489 | |
| 2 | SO |
Southern Co
|
51,288 | $4,908,773 | |
| 3 | D |
Dominion Energy, Inc
|
68,964 | $4,709,551 | |
| 4 | AEP |
American Electric Power Co Inc
|
24,955 | $3,414,093 | |
| 5 | DUK |
Duke Energy CORP
|
19,153 | $2,424,386 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
13,016 | $1,392,712 | |
| 7 | ED |
Consolidated Edison Inc
|
12,358 | $1,367,164 | |
| 8 | AEE |
Ameren Corp
|
12,032 | $1,360,097 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $792,540 | 17,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $864,957 | 17,645 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $762,214 | 17,486 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $802,438 | 17,828 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $771,790 | 17,775 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $784,558 | 17,026 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $670,518 | 17,814 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $815,744 | 20,117 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $681,020 | 19,677 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $497,689 | 13,247 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $507,482 | 14,136 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $498,109 | 13,181 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $500,246 | 12,279 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $538,035 | 12,844 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $440,340 | 10,186 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $422,885 | 11,289 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $388,120 | 8,564 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $400,568 | 8,410 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $481,545 | 8,337 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $375,601 | 7,770 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $426,041 | 9,615 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $421,303 | 9,632 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $385,974 | 9,142 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $287,081 | 8,028 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $289,703 | 7,983 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $483,353 | 13,131 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||