Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$466,759
+$101,560 QoQ
Shares Held
10,012
+34.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#684
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, 2026Larson Financial Group LLC holds $27,783,276 across 37 Utilities - Regulated Electric names. EXC ranks #12 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
67,467 | $5,417,600 | |
| 2 | DTE |
Dte Energy Co
|
22,158 | $3,376,214 | |
| 3 | FE |
Firstenergy Corp
|
67,228 | $3,196,019 | |
| 4 | AEP |
American Electric Power Co Inc
|
19,455 | $2,661,638 | |
| 5 | EIX |
Edison International
|
31,538 | $2,348,004 | |
| 6 | NEE |
Nextera Energy Inc
|
23,051 | $2,023,186 | |
| 7 | SO |
Southern Co
|
19,041 | $1,822,414 | |
| 8 | DUK |
Duke Energy CORP
|
10,705 | $1,355,038 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,759 | 10,012 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $365,199 | 7,450 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $256,788 | 5,891 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $233,421 | 5,186 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $186,228 | 4,289 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $104,325 | 2,264 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $61,691 | 1,639 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $149,061 | 3,676 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $30,283 | 875 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $49,216 | 1,310 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $254,961 | 7,102 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $268,573 | 7,107 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $36,706 | 901 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $38,538 | 920 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $30,174 | 698 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $26,147 | 698 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $31,361 | 692 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $33,245 | 698 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $54,814 | 949 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $12,278 | 254 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $11,254 | 254 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $11,109 | 254 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $10,723 | 254 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $8,975 | 251 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $9,108 | 251 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $9,239 | 251 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||