Position in EXC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,038,692
-$13,579 QoQ
Shares Held
43,730
+4.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#398
of 1,279 holders
Holding Since
Jun 2022
17 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, 2026HB Wealth Management, LLC holds $98,089,099 across 29 Utilities - Regulated Electric names. EXC ranks #10 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
210,104 | $20,109,053 | |
| 2 | NEE |
Nextera Energy Inc
|
224,772 | $19,728,238 | |
| 3 | DUK |
Duke Energy CORP
|
88,049 | $11,145,242 | |
| 4 | AEP |
American Electric Power Co Inc
|
44,065 | $6,028,532 | |
| 5 | D |
Dominion Energy, Inc
|
73,917 | $5,047,791 | |
| 6 | ETR |
Entergy Corp /De/
|
27,615 | $3,171,858 | |
| 7 | CMS |
Cms Energy Corp
|
33,781 | $2,584,246 | |
| 8 | ES |
Eversource Energy
|
35,105 | $2,537,038 |
All Filings in EXC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,038,692 | 43,730 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,052,271 | 41,866 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,634,450 | 37,496 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,624,185 | 36,085 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,420,702 | 32,720 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,637,406 | 35,534 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $915,480 | 24,322 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $715,707 | 17,650 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $571,411 | 16,510 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $491,039 | 13,070 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $278,225 | 7,750 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $673,568 | 17,824 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $399,496 | 9,806 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $445,458 | 10,634 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $367,887 | 8,510 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $258,773 | 6,908 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $282,842 | 6,241 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||