Position in EXC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$519,999
-$465,548 QoQ
Shares Held
11,154
-44.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#652
of 1,279 holders
Holding Since
Jun 2023
6 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, 2026Ashton Thomas Private Wealth, LLC holds $33,646,243 across 16 Utilities - Regulated Electric names. EXC ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
109,004 | $9,567,281 | |
| 2 | DUK |
Duke Energy CORP
|
51,199 | $6,480,769 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
44,675 | $5,216,699 | |
| 4 | AEP |
American Electric Power Co Inc
|
37,178 | $5,086,322 | |
| 5 | SO |
Southern Co
|
21,848 | $2,091,072 | |
| 6 | XEL |
Xcel Energy Inc
|
19,237 | $1,544,731 | |
| 7 | LNT |
Alliant Energy Corp
|
7,173 | $547,228 | |
| 8 | AEE |
Ameren Corp
|
4,827 | $545,644 |
All Filings in EXC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,999 | 11,154 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $985,547 | 20,105 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $511,092 | 11,725 | Shares | Sole | 2026-01-29 | |
| 2025-06-30 | $452,175 | 10,414 | Shares | Sole | 2025-08-01 | |
| 2024-06-30 | $40,528 | 1,171 | Shares | Sole | 2024-08-07 | |
| 2023-06-30 | $543,593 | 13,343 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||