Position in EXC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$22,983
-$987 QoQ
Shares Held
493
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,116
of 1,279 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $6,515,600 across 15 Utilities - Regulated Electric names. EXC ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
23,519 | $1,949,019 | |
| 2 | NEE |
Nextera Energy Inc
|
20,663 | $1,813,591 | |
| 3 | ED |
Consolidated Edison Inc
|
13,956 | $1,543,952 | |
| 4 | ETR |
Entergy Corp /De/
|
6,216 | $713,969 | |
| 5 | DTE |
Dte Energy Co
|
991 | $150,998 | |
| 6 | AEP |
American Electric Power Co Inc
|
540 | $73,877 | |
| 7 | D |
Dominion Energy, Inc
|
1,004 | $68,563 | |
| 8 | XEL |
Xcel Energy Inc
|
636 | $51,070 |
All Filings in EXC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,983 | 493 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $23,970 | 489 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $21,184 | 486 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $21,694 | 482 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $28,049 | 646 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $29,583 | 642 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $30,300 | 805 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $32,480 | 801 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $27,584 | 797 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $29,793 | 793 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $34,823 | 970 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $36,542 | 967 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $83,028 | 2,038 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $84,617 | 2,020 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $108,247 | 2,504 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $35,212 | 940 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $42,510 | 938 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $44,581 | 936 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $25,010 | 433 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $45,004 | 931 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $41,119 | 928 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $23,969 | 548 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $23,136 | 548 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||