Position in EXC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,284
-$117 QoQ
Shares Held
49
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,234
of 1,279 holders
Holding Since
Sep 2022
9 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, 2026IAG Wealth Partners, LLC holds $2,249,022 across 11 Utilities - Regulated Electric names. EXC ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
12,638 | $1,475,739 | |
| 2 | NEE |
Nextera Energy Inc
|
3,200 | $280,864 | |
| 3 | LNT |
Alliant Energy Corp
|
1,580 | $120,538 | |
| 4 | AEE |
Ameren Corp
|
1,019 | $115,187 | |
| 5 | XEL |
Xcel Energy Inc
|
1,276 | $102,462 | |
| 6 | SO |
Southern Co
|
926 | $88,627 | |
| 7 | MGEE |
Mge Energy Inc
|
528 | $43,053 | |
| 8 | DUK |
Duke Energy CORP
|
136 | $17,214 |
All Filings in EXC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,284 | 49 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,401 | 49 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,135 | 49 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,205 | 49 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,127 | 49 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,257 | 49 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,844 | 49 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,216 | 30 | Shares | Sole | 2024-10-29 | |
| 2022-09-30 | $449 | 12 | Shares | Sole | 2022-10-26 | |
| No filing history on record for this holder in this stock. | ||||||