Position in EXC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$348,435
-$30,684 QoQ
Shares Held
7,474
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#762
of 1,279 holders
Holding Since
Jun 2020
3 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, 2026Advisor OS, LLC holds $9,247,086 across 12 Utilities - Regulated Electric names. EXC ranks #9 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
19,895 | $1,904,147 | |
| 2 | DUK |
Duke Energy CORP
|
13,356 | $1,690,600 | |
| 3 | AEP |
American Electric Power Co Inc
|
9,428 | $1,289,842 | |
| 4 | LNT |
Alliant Energy Corp
|
15,314 | $1,168,304 | |
| 5 | NEE |
Nextera Energy Inc
|
8,149 | $715,235 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,521 | $527,915 | |
| 7 | ES |
Eversource Energy
|
5,804 | $419,454 | |
| 8 | D |
Dominion Energy, Inc
|
5,863 | $400,381 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,435 | 7,474 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $379,119 | 7,734 | Shares | Sole | 2026-05-08 | |
| 2020-06-30 | $387,795 | 10,686 | Shares | Sole | 2020-08-28 | |
| No filing history on record for this holder in this stock. | ||||||