Position in EXC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$103,824
+$167 QoQ
Shares Held
2,118
-10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Sound Income Strategies, LLC holds $24,310,440 across 10 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
254,130 | $18,365,975 | |
| 2 | EIX |
Edison International
|
28,850 | $2,147,882 | |
| 3 | NEE |
Nextera Energy Inc
|
16,158 | $1,418,187 | |
| 4 | EVRG |
Evergy, Inc.
|
7,378 | $637,680 | |
| 5 | SO |
Southern Co
|
4,930 | $471,850 | |
| 6 | DUK |
Duke Energy CORP
|
2,720 | $344,297 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,220 | $259,229 | |
| 8 | D |
Dominion Energy, Inc
|
3,524 | $240,653 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $103,824 | 2,118 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $103,657 | 2,378 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $57,837 | 1,285 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $51,626 | 1,189 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $17,464 | 379 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $9,824 | 261 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,555 | 137 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,741 | 137 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $18,108 | 482 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $66,020 | 1,839 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $5,177 | 137 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $5,581 | 137 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $5,738 | 137 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $9,164 | 212 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $7,941 | 212 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $9,154 | 202 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $9,621 | 202 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $10,743 | 186 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $3,432 | 71 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $4,120 | 93 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,880 | 43 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,815 | 43 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,537 | 43 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,560 | 43 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,582 | 43 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||