Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$508,903
-$46,591 QoQ
Shares Held
10,916
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#659
of 1,279 holders
Holding Since
Dec 2024
7 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, 2026KINTRA WEALTH, LLC holds $8,714,890 across 16 Utilities - Regulated Electric names. EXC ranks #9 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
19,233 | $1,688,080 | |
| 2 | SO |
Southern Co
|
8,368 | $800,901 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
9,648 | $783,031 | |
| 4 | DUK |
Duke Energy CORP
|
5,803 | $734,543 | |
| 5 | PPL |
PPL Corp
|
16,165 | $587,597 | |
| 6 | XEL |
Xcel Energy Inc
|
7,223 | $580,006 | |
| 7 | AEP |
American Electric Power Co Inc
|
4,159 | $568,992 | |
| 8 | DTE |
Dte Energy Co
|
3,395 | $517,296 |
All Filings in EXC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,903 | 10,916 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $555,494 | 11,332 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $513,969 | 11,791 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $515,904 | 11,462 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $513,050 | 11,816 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $567,567 | 12,317 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $311,809 | 8,284 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||