Position in EXC
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$954,124
+$4,558 QoQ
Shares Held
20,466
+5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#524
of 1,279 holders
Holding Since
Dec 2020
23 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, 2026Beacon Pointe Advisors, LLC holds $72,337,666 across 24 Utilities - Regulated Electric names. EXC ranks #14 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
201,628 | $17,696,889 | |
| 2 | SO |
Southern Co
|
94,275 | $9,023,060 | |
| 3 | DUK |
Duke Energy CORP
|
68,769 | $8,704,780 | |
| 4 | AEP |
American Electric Power Co Inc
|
38,831 | $5,312,469 | |
| 5 | DTE |
Dte Energy Co
|
28,315 | $4,314,356 | |
| 6 | ED |
Consolidated Edison Inc
|
30,390 | $3,362,045 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
27,409 | $3,200,548 | |
| 8 | D |
Dominion Energy, Inc
|
46,532 | $3,177,670 |
All Filings in EXC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,124 | 20,466 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $949,566 | 19,371 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $673,116 | 15,442 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $666,463 | 14,807 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $597,068 | 13,751 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $605,260 | 13,135 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $486,948 | 12,937 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $491,303 | 12,116 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $452,733 | 13,081 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $554,270 | 14,753 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $451,765 | 12,584 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $480,537 | 12,716 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $419,622 | 10,300 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $489,819 | 11,693 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $461,653 | 10,679 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $422,698 | 11,284 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $559,566 | 12,347 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $687,539 | 14,435 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $442,672 | 7,664 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $370,912 | 7,673 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $335,471 | 7,571 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $201,816 | 4,614 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $219,923 | 5,209 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||