Position in EXC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$752,540
+$9,495 QoQ
Shares Held
16,142
+6.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#571
of 1,279 holders
Holding Since
Dec 2021
17 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, 2026Focus Partners Advisor Solutions, LLC holds $31,247,295 across 21 Utilities - Regulated Electric names. EXC ranks #13 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
61,492 | $4,578,079 | |
| 2 | SO |
Southern Co
|
42,293 | $4,047,863 | |
| 3 | PCG |
PG&E Corp
|
240,451 | $4,044,385 | |
| 4 | ES |
Eversource Energy
|
36,529 | $2,639,950 | |
| 5 | AEP |
American Electric Power Co Inc
|
17,388 | $2,378,852 | |
| 6 | NEE |
Nextera Energy Inc
|
21,766 | $1,910,401 | |
| 7 | AEE |
Ameren Corp
|
14,481 | $1,636,932 | |
| 8 | DUK |
Duke Energy CORP
|
12,304 | $1,557,440 |
All Filings in EXC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,540 | 16,142 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $743,045 | 15,158 | Shares | Other | 2026-05-13 | |
| 2025-09-30 | $443,573 | 9,855 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $618,431 | 14,243 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $799,119 | 17,342 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $419,046 | 11,133 | Shares | Other | 2025-02-18 | |
| 2024-09-30 | $762,664 | 18,808 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $756,609 | 21,861 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $677,950 | 18,045 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $350,778 | 9,771 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $495,955 | 13,124 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $383,811 | 9,421 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $375,753 | 8,970 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $398,321 | 9,214 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $329,273 | 8,790 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $389,344 | 8,591 | Shares | Other | 2022-08-12 | |
| 2021-12-31 | $413,850 | 7,165 | Shares | Other | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||