Position in EXC
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$11,701
-$504 QoQ
Shares Held
251
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,170
of 1,279 holders
Holding Since
Mar 2020
26 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, 2026Cedar Mountain Advisors, LLC holds $1,024,129 across 24 Utilities - Regulated Electric names. EXC ranks #19 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
3,460 | $331,156 | |
| 2 | ETR |
Entergy Corp /De/
|
596 | $68,456 | |
| 3 | AEE |
Ameren Corp
|
576 | $65,111 | |
| 4 | ED |
Consolidated Edison Inc
|
586 | $64,829 | |
| 5 | CNP |
Centerpoint Energy Inc
|
1,267 | $55,798 | |
| 6 | AEP |
American Electric Power Co Inc
|
358 | $48,977 | |
| 7 | FE |
Firstenergy Corp
|
963 | $45,781 | |
| 8 | DTE |
Dte Energy Co
|
285 | $43,425 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,701 | 251 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $12,205 | 249 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $10,374 | 238 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,622 | 236 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $10,160 | 234 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $10,690 | 232 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $8,619 | 229 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $9,204 | 227 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $7,787 | 225 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $8,453 | 225 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $8,077 | 225 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $8,502 | 225 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $9,166 | 225 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $9,425 | 225 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $9,726 | 225 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,428 | 225 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $10,197 | 225 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $10,716 | 225 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $12,996 | 225 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $10,876 | 225 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $9,969 | 225 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $9,841 | 225 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $9,499 | 225 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $16,056 | 449 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $16,294 | 449 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $16,527 | 449 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||