Position in EXC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$332,866
+$131,149 QoQ
Shares Held
7,140
+73.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#777
of 1,279 holders
Holding Since
Mar 2024
4 quarters on record
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Simplicity Wealth,LLC holds $14,821,898 across 17 Utilities - Regulated Electric names. EXC ranks #13 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
43,287 | $4,142,998 | |
| 2 | NEE |
Nextera Energy Inc
|
27,863 | $2,445,535 | |
| 3 | DUK |
Duke Energy CORP
|
10,453 | $1,323,140 | |
| 4 | ED |
Consolidated Edison Inc
|
10,572 | $1,169,580 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,002 | $957,943 | |
| 6 | D |
Dominion Energy, Inc
|
12,732 | $869,468 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
4,724 | $551,621 | |
| 8 | EVRG |
Evergy, Inc.
|
6,285 | $543,212 |
All Filings in EXC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,866 | 7,140 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $201,717 | 4,115 | Shares | Sole | 2026-04-30 | |
| 2024-06-30 | $355,306 | 10,266 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $401,473 | 10,686 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||