Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$279,300
-$25,457 QoQ
Shares Held
5,991
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#830
of 1,279 holders
Holding Since
Jun 2021
21 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, 2026Snowden Capital Advisors LLC holds $38,563,016 across 20 Utilities - Regulated Electric names. EXC ranks #18 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
158,439 | $13,906,191 | |
| 2 | DUK |
Duke Energy CORP
|
33,356 | $4,222,202 | |
| 3 | AEP |
American Electric Power Co Inc
|
22,744 | $3,111,606 | |
| 4 | ED |
Consolidated Edison Inc
|
27,388 | $3,029,934 | |
| 5 | SO |
Southern Co
|
21,861 | $2,092,316 | |
| 6 | NGG |
National Grid PLC
|
22,192 | $1,839,051 | |
| 7 | D |
Dominion Energy, Inc
|
24,719 | $1,688,060 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
13,400 | $1,564,718 |
All Filings in EXC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,300 | 5,991 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $304,757 | 6,217 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $335,686 | 7,701 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $338,475 | 7,520 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $329,992 | 7,600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $360,714 | 7,828 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $267,319 | 7,102 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $284,823 | 7,024 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $367,246 | 10,611 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $419,168 | 11,157 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $256,864 | 7,155 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $257,047 | 6,802 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $280,209 | 6,878 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $331,140 | 7,905 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $326,775 | 7,559 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $250,420 | 6,685 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $290,818 | 6,417 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $265,203 | 5,568 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $233,119 | 4,036 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $339,685 | 7,027 | Shares | Sole | 2024-02-06 | |
| 2021-06-30 | $293,155 | 6,616 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||