Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,076,549
-$395,227 QoQ
Shares Held
23,092
-23.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#507
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, 2026Steward Partners Investment Advisory, LLC holds $177,883,380 across 36 Utilities - Regulated Electric names. EXC ranks #19 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
568,426 | $49,890,750 | |
| 2 | ETR |
Entergy Corp /De/
|
218,078 | $25,048,439 | |
| 3 | AEP |
American Electric Power Co Inc
|
182,456 | $24,961,805 | |
| 4 | DUK |
Duke Energy CORP
|
196,991 | $24,935,120 | |
| 5 | SO |
Southern Co
|
174,167 | $16,669,523 | |
| 6 | D |
Dominion Energy, Inc
|
149,586 | $10,215,227 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,031 | $4,207,339 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
40,184 | $3,261,333 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,076,549 | 23,092 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,471,776 | 30,024 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,327,141 | 30,446 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,370,959 | 30,459 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,336,771 | 30,787 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,445,160 | 31,362 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,183,363 | 31,439 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,287,584 | 31,753 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,072,183 | 30,979 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,131,984 | 30,130 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,111,284 | 30,955 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,175,646 | 31,110 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,214,703 | 29,816 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,261,852 | 30,123 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,282,072 | 29,657 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,092,258 | 29,158 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,363,814 | 30,093 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,616,466 | 33,938 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,416,852 | 41,843 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,048,309 | 42,373 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,934,311 | 43,654 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,944,724 | 44,461 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,523,507 | 36,085 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,765,827 | 49,380 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,889,478 | 52,066 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,072,866 | 29,146 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||