Position in EXC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$235,803
-$18,316 QoQ
Shares Held
5,058
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#893
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, 2026SeaCrest Wealth Management, LLC holds $6,171,794 across 10 Utilities - Regulated Electric names. EXC ranks #10 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
9,598 | $1,452,177 | |
| 2 | SO |
Southern Co
|
10,461 | $1,001,222 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,869 | $802,937 | |
| 4 | DUK |
Duke Energy CORP
|
4,690 | $593,660 | |
| 5 | NEE |
Nextera Energy Inc
|
6,563 | $576,034 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,622 | $456,281 | |
| 7 | D |
Dominion Energy, Inc
|
6,382 | $435,826 | |
| 8 | ED |
Consolidated Edison Inc
|
3,105 | $343,506 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,803 | 5,058 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $254,119 | 5,184 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $225,839 | 5,181 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $245,529 | 5,455 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $227,955 | 5,250 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $265,835 | 5,769 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $213,569 | 5,674 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $232,148 | 5,725 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $211,536 | 6,112 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $225,232 | 5,995 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $377,919 | 10,527 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $418,070 | 11,063 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $516,786 | 12,685 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $533,385 | 12,733 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $595,709 | 13,780 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $515,524 | 13,762 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $654,783 | 14,448 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $689,444 | 14,475 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $829,664 | 14,364 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $688,216 | 14,237 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $636,115 | 14,356 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $606,848 | 13,874 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $551,983 | 13,074 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $408,915 | 11,435 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $400,243 | 11,029 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $418,272 | 11,363 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||