Position in EXC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$34,592
-$2,074 QoQ
Shares Held
742
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,084
of 1,279 holders
Holding Since
Dec 2025
3 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, 2026Hilton Head Capital Partners, LLC holds $5,267,322 across 18 Utilities - Regulated Electric names. EXC ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
19,651 | $1,341,966 | |
| 2 | ES |
Eversource Energy
|
14,167 | $1,023,849 | |
| 3 | NEE |
Nextera Energy Inc
|
11,539 | $1,012,778 | |
| 4 | SO |
Southern Co
|
5,505 | $526,883 | |
| 5 | DUK |
Duke Energy CORP
|
2,466 | $312,146 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,041 | $279,229 | |
| 7 | EIX |
Edison International
|
3,705 | $275,837 | |
| 8 | ED |
Consolidated Edison Inc
|
2,423 | $268,056 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,592 | 742 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $36,666 | 748 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $32,605 | 748 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||