Position in EXC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,293
-$324 QoQ
Shares Held
135
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,201
of 1,279 holders
Holding Since
Dec 2024
7 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, 2026Aventura Private Wealth, LLC holds $3,557,969 across 22 Utilities - Regulated Electric names. EXC ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,892 | $1,394,840 | |
| 2 | SO |
Southern Co
|
6,539 | $625,847 | |
| 3 | XEL |
Xcel Energy Inc
|
4,673 | $375,241 | |
| 4 | CMS |
Cms Energy Corp
|
3,766 | $288,099 | |
| 5 | ETR |
Entergy Corp /De/
|
1,760 | $202,153 | |
| 6 | DUK |
Duke Energy CORP
|
1,201 | $152,022 | |
| 7 | AEE |
Ameren Corp
|
1,018 | $115,074 | |
| 8 | AEP |
American Electric Power Co Inc
|
841 | $115,057 |
All Filings in EXC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,293 | 135 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,617 | 135 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,884 | 135 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $6,076 | 135 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $5,861 | 135 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $6,220 | 135 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $5,081 | 135 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||