Position in EXC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$12,214
-$629 QoQ
Shares Held
262
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,167
of 1,279 holders
Holding Since
Dec 2025
3 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, 2026Ares Financial Consulting, LLC holds $515,290 across 26 Utilities - Regulated Electric names. EXC ranks #12 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,100 | $105,281 | |
| 2 | NEE |
Nextera Energy Inc
|
1,086 | $95,318 | |
| 3 | EVRG |
Evergy, Inc.
|
430 | $37,164 | |
| 4 | DUK |
Duke Energy CORP
|
289 | $36,581 | |
| 5 | AEP |
American Electric Power Co Inc
|
258 | $35,296 | |
| 6 | CMS |
Cms Energy Corp
|
453 | $34,654 | |
| 7 | TXNM |
Txnm Energy Inc
|
536 | $30,434 | |
| 8 | MGEE |
Mge Energy Inc
|
277 | $22,586 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,214 | 262 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $12,843 | 262 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $11,420 | 262 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||