Position in EXC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$23,356
-$3,114 QoQ
Shares Held
501
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,110
of 1,279 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $633,737 across 34 Utilities - Regulated Electric names. EXC ranks #10 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,180 | $103,568 | |
| 2 | XEL |
Xcel Energy Inc
|
752 | $60,385 | |
| 3 | AEP |
American Electric Power Co Inc
|
374 | $51,166 | |
| 4 | DUK |
Duke Energy CORP
|
313 | $39,619 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
338 | $36,166 | |
| 6 | SO |
Southern Co
|
374 | $35,795 | |
| 7 | EIX |
Edison International
|
420 | $31,269 | |
| 8 | ETR |
Entergy Corp /De/
|
243 | $27,910 |
All Filings in EXC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,356 | 501 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $26,470 | 540 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $11,028 | 253 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $10,217 | 227 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $17,064 | 393 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $15,851 | 344 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $10,539 | 280 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,650 | 238 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,687 | 251 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $9,467 | 252 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,759 | 244 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,906 | 368 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,836 | 266 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,148 | 290 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,467 | 219 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,570 | 122 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,072 | 134 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $17,096 | 296 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,607 | 447 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||