Position in EXC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$202,936
-$52,409 QoQ
Shares Held
4,353
-16.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#952
of 1,279 holders
Holding Since
Mar 2022
5 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $16,108,587 across 18 Utilities - Regulated Electric names. EXC ranks #18 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
47,676 | $4,184,522 | |
| 2 | DUK |
Duke Energy CORP
|
17,476 | $2,212,112 | |
| 3 | SO |
Southern Co
|
22,829 | $2,184,963 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,264 | $993,787 | |
| 5 | NGG |
National Grid PLC
|
10,445 | $865,577 | |
| 6 | ED |
Consolidated Edison Inc
|
6,035 | $667,652 | |
| 7 | ETR |
Entergy Corp /De/
|
4,729 | $543,172 | |
| 8 | ES |
Eversource Energy
|
6,845 | $494,688 |
All Filings in EXC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,936 | 4,353 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $255,345 | 5,209 | Shares | Sole | 2026-04-20 | |
| 2022-09-30 | $340,249 | 9,083 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $233,171 | 5,145 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $234,768 | 4,929 | Shares | Sole | 2022-04-14 | |
| No filing history on record for this holder in this stock. | ||||||