Position in EXC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$415,570
+$26,922 QoQ
Shares Held
8,914
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#712
of 1,279 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $30,108,325 across 14 Utilities - Regulated Electric names. EXC ranks #12 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
104,425 | $9,165,382 | |
| 2 | AEP |
American Electric Power Co Inc
|
46,134 | $6,311,592 | |
| 3 | DUK |
Duke Energy CORP
|
28,964 | $3,666,263 | |
| 4 | CNP |
Centerpoint Energy Inc
|
50,992 | $2,245,687 | |
| 5 | D |
Dominion Energy, Inc
|
28,802 | $1,966,888 | |
| 6 | SO |
Southern Co
|
16,985 | $1,625,634 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
10,703 | $1,249,789 | |
| 8 | DTE |
Dte Energy Co
|
8,067 | $1,229,168 |
All Filings in EXC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,570 | 8,914 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $388,648 | 8,916 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $497,720 | 11,058 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $469,717 | 10,818 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $497,756 | 10,802 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $392,622 | 10,431 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $422,490 | 10,419 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $360,220 | 10,408 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $390,577 | 10,396 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $379,032 | 10,558 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $376,237 | 9,956 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $342,175 | 8,399 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $351,457 | 8,390 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $362,267 | 8,380 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $313,615 | 8,372 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $379,056 | 8,364 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $397,996 | 8,356 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $482,180 | 8,348 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||