Position in EXC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$321,957
-$55,104 QoQ
Shares Held
6,906
-10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#787
of 1,279 holders
Holding Since
Sep 2025
4 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, 2026Aprio Wealth Management, LLC holds $11,504,972 across 19 Utilities - Regulated Electric names. EXC ranks #12 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
26,127 | $2,500,615 | |
| 2 | NEE |
Nextera Energy Inc
|
11,953 | $1,049,114 | |
| 3 | AEP |
American Electric Power Co Inc
|
7,588 | $1,038,114 | |
| 4 | DUK |
Duke Energy CORP
|
8,130 | $1,029,095 | |
| 5 | ETR |
Entergy Corp /De/
|
5,956 | $684,106 | |
| 6 | D |
Dominion Energy, Inc
|
8,395 | $573,294 | |
| 7 | XEL |
Xcel Energy Inc
|
6,813 | $547,083 | |
| 8 | EIX |
Edison International
|
6,915 | $514,821 |
All Filings in EXC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,957 | 6,906 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $377,061 | 7,692 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $242,011 | 5,552 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $223,294 | 4,961 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||