Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$654,684
-$38,703 QoQ
Shares Held
14,043
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#591
of 1,279 holders
Holding Since
Jun 2024
9 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, 2026Summit Financial, LLC holds $42,967,821 across 22 Utilities - Regulated Electric names. EXC ranks #15 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
93,428 | $8,941,993 | |
| 2 | AEP |
American Electric Power Co Inc
|
57,632 | $7,884,633 | |
| 3 | NEE |
Nextera Energy Inc
|
71,299 | $6,257,913 | |
| 4 | PCG |
PG&E Corp
|
260,601 | $4,383,308 | |
| 5 | DUK |
Duke Energy CORP
|
23,201 | $2,936,782 | |
| 6 | EIX |
Edison International
|
20,342 | $1,514,461 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
12,616 | $1,473,170 | |
| 8 | ED |
Consolidated Edison Inc
|
10,521 | $1,163,938 |
All Filings in EXC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,684 | 14,043 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $693,387 | 14,145 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $606,336 | 13,910 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $415,982 | 9,242 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $374,801 | 8,632 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $297,123 | 6,448 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $249,402 | 6,626 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $288,148 | 7,106 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $213,751 | 6,176 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||