Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$256,829
-$12,241 QoQ
Shares Held
5,509
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#863
of 1,279 holders
Holding Since
Mar 2020
23 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, 2026SMITH, MOORE & CO. holds $11,148,048 across 12 Utilities - Regulated Electric names. EXC ranks #11 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
16,371 | $2,072,241 | |
| 2 | AEE |
Ameren Corp
|
16,709 | $1,888,785 | |
| 3 | SO |
Southern Co
|
17,667 | $1,690,908 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,687 | $1,051,658 | |
| 5 | NEE |
Nextera Energy Inc
|
10,367 | $909,911 | |
| 6 | ETR |
Entergy Corp /De/
|
7,083 | $813,553 | |
| 7 | EVRG |
Evergy, Inc.
|
8,774 | $758,336 | |
| 8 | D |
Dominion Energy, Inc
|
9,875 | $674,363 |
All Filings in EXC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,829 | 5,509 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $269,070 | 5,489 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $238,437 | 5,470 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $248,050 | 5,511 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $232,948 | 5,365 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $253,301 | 5,497 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $206,154 | 5,477 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $222,092 | 5,477 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $211,782 | 5,637 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $212,662 | 5,220 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $241,705 | 5,770 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $253,760 | 5,870 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $217,605 | 5,809 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $302,148 | 6,667 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $317,549 | 6,667 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $385,086 | 6,667 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $403,542 | 8,348 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $352,486 | 7,955 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $347,951 | 7,955 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $357,898 | 8,477 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $333,175 | 9,317 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $307,304 | 8,468 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $301,290 | 8,185 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||