Position in EXC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$103,213
+$20,322 QoQ
Shares Held
2,214
+30.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#999
of 1,279 holders
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,056,583 across 18 Utilities - Regulated Electric names. EXC ranks #14 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,150 | $890,860 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
4,507 | $526,277 | |
| 3 | DUK |
Duke Energy CORP
|
3,523 | $445,935 | |
| 4 | PPL |
PPL Corp
|
10,603 | $385,413 | |
| 5 | SO |
Southern Co
|
3,536 | $338,425 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,240 | $169,639 | |
| 7 | EVRG |
Evergy, Inc.
|
1,842 | $159,200 | |
| 8 | LNT |
Alliant Energy Corp
|
1,914 | $146,015 |
All Filings in EXC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,213 | 2,214 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $82,891 | 1,691 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $66,994 | 1,537 | Shares | Other | 2026-02-09 | |
| 2023-09-30 | $84,574 | 2,238 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $86,328 | 2,119 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $97,059 | 2,317 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $86,632 | 2,004 | Shares | Defined | 2023-02-14 | |
| 2021-09-30 | $344,519 | 7,127 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $42,000 | 41,811 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||