Position in EXC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,236,502
-$20,076 QoQ
Shares Held
26,523
+3.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#482
of 1,279 holders
Holding Since
Dec 2020
23 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, 2026Kingsview Wealth Management, LLC holds $47,580,571 across 21 Utilities - Regulated Electric names. EXC ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
153,377 | $13,461,899 | |
| 2 | DUK |
Duke Energy CORP
|
74,137 | $9,384,261 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
47,739 | $5,574,483 | |
| 4 | SO |
Southern Co
|
41,582 | $3,979,813 | |
| 5 | AEP |
American Electric Power Co Inc
|
24,755 | $3,386,731 | |
| 6 | D |
Dominion Energy, Inc
|
27,191 | $1,856,873 | |
| 7 | DTE |
Dte Energy Co
|
8,738 | $1,331,409 | |
| 8 | PPL |
PPL Corp
|
34,974 | $1,271,304 |
All Filings in EXC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,236,502 | 26,523 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,256,578 | 25,634 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,045,113 | 23,976 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,041,261 | 23,134 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $964,835 | 22,221 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,011,409 | 21,949 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $838,995 | 22,290 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $798,307 | 19,687 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $669,911 | 19,356 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $692,001 | 18,419 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,253,951 | 34,929 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,215,326 | 32,160 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,217,881 | 29,894 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,077,117 | 25,713 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,166,302 | 26,979 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $996,548 | 26,603 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,206,146 | 26,614 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,323,351 | 27,784 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $1,690,058 | 29,260 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,226,916 | 25,381 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $1,107,352 | 24,991 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $452,927 | 10,355 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $237,022 | 5,614 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||