Position in EXC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$433,239
-$149,804 QoQ
Shares Held
9,293
-21.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#703
of 1,279 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Spire Wealth Management holds $11,827,786 across 29 Utilities - Regulated Electric names. EXC ranks #9 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
35,740 | $3,136,899 | |
| 2 | SO |
Southern Co
|
18,393 | $1,760,394 | |
| 3 | D |
Dominion Energy, Inc
|
22,944 | $1,566,845 | |
| 4 | ED |
Consolidated Edison Inc
|
10,183 | $1,126,544 | |
| 5 | FE |
Firstenergy Corp
|
22,487 | $1,069,031 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,423 | $605,110 | |
| 7 | XEL |
Xcel Energy Inc
|
6,010 | $482,603 | |
| 8 | DUK |
Duke Energy CORP
|
3,609 | $456,827 |
All Filings in EXC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,239 | 9,293 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $583,043 | 11,894 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $485,984 | 11,149 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $482,372 | 10,717 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $398,769 | 9,184 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,484,236 | 32,210 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $351,218 | 9,331 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $382,548 | 9,434 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $259,194 | 7,489 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $276,214 | 7,352 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $332,505 | 9,262 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $273,070 | 7,226 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $293,246 | 7,198 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $299,471 | 7,149 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $206,596 | 4,779 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,554,386 | 121,580 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $6,903,822 | 152,335 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $437,433 | 9,184 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,315,483 | 40,088 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $504,814 | 10,443 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $418,419 | 9,443 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,170,832 | 26,768 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||