Position in EXC
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$273,482
+$31,079 QoQ
Shares Held
5,579
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
9 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $46,617,173 across 13 Utilities - Regulated Electric names. EXC ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
114,859 | $15,055,717 | |
| 2 | ES |
Eversource Energy
|
179,207 | $12,415,460 | |
| 3 | NEE |
Nextera Energy Inc
|
81,521 | $7,571,670 | |
| 4 | EIX |
Edison International
|
54,835 | $4,012,825 | |
| 5 | SO |
Southern Co
|
39,541 | $3,816,497 | |
| 6 | DUK |
Duke Energy CORP
|
8,300 | $1,086,802 | |
| 7 | D |
Dominion Energy, Inc
|
10,744 | $664,194 | |
| 8 | XEL |
Xcel Energy Inc
|
6,282 | $499,042 |
All Filings in EXC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273,482 | 5,579 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $242,403 | 5,561 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $251,425 | 5,586 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $274,978 | 6,333 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $203,212 | 4,410 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $235,212 | 6,249 | Shares | Sole | 2025-01-24 | |
| 2022-12-31 | $171,234 | 3,961 | Shares | Sole | 2023-02-03 | |
| 2022-03-31 | $270,062 | 5,670 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $3,240,712 | 67,040 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||