Position in EXC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$43,263
+$8,508 QoQ
Shares Held
928
+30.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,065
of 1,279 holders
Holding Since
Dec 2025
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, 2026SHP Wealth Management holds $4,459,894 across 32 Utilities - Regulated Electric names. EXC ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
27,956 | $2,020,380 | |
| 2 | SO |
Southern Co
|
6,177 | $591,200 | |
| 3 | NEE |
Nextera Energy Inc
|
5,861 | $514,419 | |
| 4 | DUK |
Duke Energy CORP
|
2,904 | $367,588 | |
| 5 | ETR |
Entergy Corp /De/
|
1,196 | $137,372 | |
| 6 | ED |
Consolidated Edison Inc
|
1,182 | $130,764 | |
| 7 | AEP |
American Electric Power Co Inc
|
862 | $117,930 | |
| 8 | D |
Dominion Energy, Inc
|
1,659 | $113,293 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,263 | 928 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $34,755 | 709 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $25,587 | 587 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||