Position in EXC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$619,253
-$41,193 QoQ
Shares Held
13,283
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#602
of 1,276 holders
Holding Since
Dec 2021
17 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $9,350,839 across 15 Utilities - Regulated Electric names. EXC ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
31,478 | $2,762,824 | |
| 2 | DUK |
Duke Energy CORP
|
11,565 | $1,463,897 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,867 | $802,664 | |
| 4 | EXC |
Exelon Corp
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|
13,283 | $619,253 | |
| 5 | SO |
Southern Co
|
6,125 | $586,223 | |
| 6 | ED |
Consolidated Edison Inc
|
4,938 | $546,290 | |
| 7 | AEE |
Ameren Corp
|
3,418 | $386,370 | |
| 8 | DTE |
Dte Energy Co
|
2,494 | $380,010 |
All Filings in EXC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,253 | 13,283 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $660,446 | 13,473 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $581,534 | 13,341 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $577,298 | 12,826 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $557,078 | 12,830 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $904,366 | 19,626 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $261,786 | 6,955 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $299,259 | 7,380 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $251,614 | 7,270 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $273,133 | 7,270 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $308,129 | 8,583 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $276,358 | 7,313 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $278,702 | 6,841 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $290,758 | 6,941 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $289,381 | 6,694 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $250,757 | 6,694 | Shares | Sole | 2026-06-15 | |
| 2021-12-31 | $152,310 | 3,697 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||