Position in EXC
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$562,354
+$138,314 QoQ
Shares Held
11,472
+17.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 94%
None 6%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $14,160,438 across 24 Utilities - Regulated Electric names. EXC ranks #9 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,416 | $2,174,874 | |
| 2 | DUK |
Duke Energy CORP
|
11,566 | $1,514,450 | |
| 3 | ED |
Consolidated Edison Inc
|
8,765 | $992,020 | |
| 4 | AEP |
American Electric Power Co Inc
|
6,527 | $855,557 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
6,262 | $724,949 | |
| 6 | IDA |
Idacorp Inc
|
5,068 | $724,570 | |
| 7 | SO |
Southern Co
|
7,251 | $699,865 | |
| 8 | FE |
Firstenergy Corp
|
11,346 | $574,785 |
All Filings in EXC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $562,354 | 11,472 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $424,040 | 9,728 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $433,938 | 9,641 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $459,727 | 10,588 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||