Position in EXC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$279,855
-$85,337 QoQ
Shares Held
6,003
-19.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#828
of 1,279 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $17,096,192 across 41 Utilities - Regulated Electric names. EXC ranks #17 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,514 | $3,111,911 | |
| 2 | EIX |
Edison International
|
20,087 | $1,495,473 | |
| 3 | NEE |
Nextera Energy Inc
|
13,786 | $1,209,990 | |
| 4 | PCG |
PG&E Corp
|
69,390 | $1,167,136 | |
| 5 | DUK |
Duke Energy CORP
|
8,942 | $1,131,873 | |
| 6 | ETR |
Entergy Corp /De/
|
8,451 | $970,676 | |
| 7 | XEL |
Xcel Energy Inc
|
11,091 | $890,605 | |
| 8 | ES |
Eversource Energy
|
11,331 | $818,887 |
All Filings in EXC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,855 | 6,003 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $365,192 | 7,450 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $253,252 | 5,810 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $289,456 | 6,431 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $293,125 | 6,751 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $269,058 | 5,839 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $170,505 | 4,530 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $183,404 | 4,523 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $140,895 | 4,071 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $90,126 | 2,399 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $64,007 | 1,783 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $36,201 | 958 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $38,293 | 940 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $50,141 | 1,197 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $126,618 | 2,929 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $129,160 | 3,448 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $158,029 | 3,487 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $101,594 | 2,133 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $38,351 | 664 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||