Position in EXC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$206,374
+$11,136 QoQ
Shares Held
4,210
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
10 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Venture Visionary Partners LLC holds $30,705,129 across 12 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
138,917 | $12,192,745 | |
| 2 | AEP |
American Electric Power Co Inc
|
66,046 | $9,035,753 | |
| 3 | CMS |
Cms Energy Corp
|
27,458 | $2,100,537 | |
| 4 | SO |
Southern Co
|
20,384 | $1,950,952 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
10,831 | $1,264,735 | |
| 6 | DUK |
Duke Energy CORP
|
7,244 | $916,945 | |
| 7 | D |
Dominion Energy, Inc
|
11,345 | $774,750 | |
| 8 | ED |
Consolidated Edison Inc
|
6,279 | $694,645 |
All Filings in EXC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,374 | 4,210 | Shares | Sole | 2026-05-14 | |
| 2022-06-30 | $195,238 | 4,308 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $208,667 | 4,381 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $254,548 | 4,407 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $213,034 | 4,407 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $215,479 | 4,863 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $214,107 | 4,895 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $217,855 | 5,160 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $202,830 | 5,672 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $215,817 | 5,947 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||