Position in EXC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$27,972
+$1,818 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,097
of 1,279 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $12,381,281 across 16 Utilities - Regulated Electric names. EXC ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
64,250 | $5,639,222 | |
| 2 | SO |
Southern Co
|
21,665 | $2,073,557 | |
| 3 | DUK |
Duke Energy CORP
|
14,542 | $1,840,726 | |
| 4 | D |
Dominion Energy, Inc
|
24,214 | $1,653,574 | |
| 5 | XEL |
Xcel Energy Inc
|
4,561 | $366,248 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,884 | $257,750 | |
| 7 | NGG |
National Grid PLC
|
2,162 | $179,164 | |
| 8 | DTE |
Dte Energy Co
|
821 | $125,095 |
All Filings in EXC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,972 | 600 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $26,154 | 600 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $31,687 | 704 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $30,567 | 704 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $32,440 | 704 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $26,498 | 704 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $28,547 | 704 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $24,365 | 704 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $34,677 | 923 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $33,135 | 923 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $34,880 | 923 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $29,088 | 714 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $25,134 | 600 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $28,531 | 660 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $87,603 | 1,933 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $108,548 | 2,279 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $125,281 | 2,169 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $44,327 | 917 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $63,186 | 1,426 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $79,563 | 1,819 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $54,759 | 1,297 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||