Position in EXC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$76,270
-$3,926 QoQ
Shares Held
1,636
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,019
of 1,279 holders
Holding Since
Mar 2020
13 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, 2026Salomon & Ludwin, LLC holds $6,937,497 across 25 Utilities - Regulated Electric names. EXC ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
67,733 | $4,625,486 | |
| 2 | DUK |
Duke Energy CORP
|
4,168 | $527,585 | |
| 3 | SO |
Southern Co
|
3,870 | $370,397 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,479 | $339,151 | |
| 5 | NEE |
Nextera Energy Inc
|
2,786 | $244,527 | |
| 6 | AEE |
Ameren Corp
|
1,042 | $117,787 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
1,085 | $116,095 | |
| 8 | CNP |
Centerpoint Energy Inc
|
2,226 | $98,033 |
All Filings in EXC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,270 | 1,636 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $80,196 | 1,636 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $52,613 | 1,207 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $62,608 | 1,391 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $30,394 | 700 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $32,256 | 700 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $26,348 | 700 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $28,385 | 700 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $25,611 | 740 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $27,801 | 740 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $26,566 | 740 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $27,964 | 740 | Shares | Sole | 2023-11-14 | |
| 2020-03-31 | $17,116 | 465 | Shares | Sole | 2020-04-03 | |
| No filing history on record for this holder in this stock. | ||||||