Position in EXC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,469,975
+$6,876 QoQ
Shares Held
31,531
+5.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#444
of 1,279 holders
Holding Since
Dec 2021
19 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, 2026Apollon Wealth Management, LLC holds $66,035,203 across 25 Utilities - Regulated Electric names. EXC ranks #9 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
315,851 | $27,722,242 | |
| 2 | SO |
Southern Co
|
65,680 | $6,286,232 | |
| 3 | DUK |
Duke Energy CORP
|
49,600 | $6,278,368 | |
| 4 | AEP |
American Electric Power Co Inc
|
30,201 | $4,131,798 | |
| 5 | D |
Dominion Energy, Inc
|
50,537 | $3,451,171 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
15,046 | $1,756,921 | |
| 7 | XEL |
Xcel Energy Inc
|
20,796 | $1,669,918 | |
| 8 | ES |
Eversource Energy
|
22,137 | $1,599,840 |
All Filings in EXC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,469,975 | 31,531 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,463,099 | 29,847 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,268,076 | 29,091 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,303,894 | 28,969 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,191,314 | 27,437 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $899,481 | 19,520 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $666,491 | 17,707 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $464,216 | 11,448 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $314,674 | 9,092 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $449,750 | 11,971 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $471,043 | 13,121 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $294,724 | 7,799 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $252,221 | 6,191 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $283,092 | 6,758 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $245,632 | 5,682 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $310,955 | 8,301 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $411,641 | 9,083 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $330,742 | 6,944 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $255,068 | 4,416 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||