Position in EXC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$67,692
+$1,319 QoQ
Shares Held
1,452
+7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,028
of 1,279 holders
Holding Since
Jun 2022
17 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, 2026Bogart Wealth, LLC holds $46,189,310 across 30 Utilities - Regulated Electric names. EXC ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
125,886 | $15,934,649 | |
| 2 | DTE |
Dte Energy Co
|
89,506 | $13,638,029 | |
| 3 | D |
Dominion Energy, Inc
|
143,813 | $9,820,989 | |
| 4 | XEL |
Xcel Energy Inc
|
64,991 | $5,218,777 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,167 | $433,277 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,112 | $333,729 | |
| 7 | SO |
Southern Co
|
2,780 | $266,073 | |
| 8 | NEE |
Nextera Energy Inc
|
1,861 | $163,339 |
All Filings in EXC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,692 | 1,452 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $66,373 | 1,354 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $56,274 | 1,291 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $58,648 | 1,303 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,812 | 226 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $9,999 | 217 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,925 | 184 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,461 | 184 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $6,368 | 184 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,912 | 184 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,605 | 184 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,953 | 184 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,496 | 184 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,707 | 184 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $7,954 | 184 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $6,892 | 184 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,338 | 184 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||