Position in EXC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,597,242
+$1,341,514 QoQ
Shares Held
141,511
+32.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#266
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MML INVESTORS SERVICES, LLC holds $364,385,336 across 30 Utilities - Regulated Electric names. EXC ranks #12 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
756,057 | $66,359,122 | |
| 2 | DUK |
Duke Energy CORP
|
468,221 | $59,267,414 | |
| 3 | SO |
Southern Co
|
429,658 | $41,122,567 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
328,738 | $38,386,736 | |
| 5 | ETR |
Entergy Corp /De/
|
219,157 | $25,172,373 | |
| 6 | AEP |
American Electric Power Co Inc
|
182,155 | $24,920,625 | |
| 7 | ED |
Consolidated Edison Inc
|
214,839 | $23,767,638 | |
| 8 | NGG |
National Grid PLC
|
130,538 | $10,817,684 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,597,242 | 141,511 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $5,255,728 | 107,216 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $5,445,698 | 124,930 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,070,826 | 112,660 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,471,565 | 102,984 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,532,935 | 98,371 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,060,508 | 81,310 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,888,092 | 71,223 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $2,365,420 | 68,345 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,443,026 | 65,026 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,189,074 | 60,977 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,180,369 | 57,697 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,170,790 | 53,284 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,798,798 | 42,941 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,900,779 | 43,969 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,532,750 | 40,917 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,528,371 | 33,724 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,321,494 | 27,745 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,082,018 | 18,733 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $905,794 | 18,738 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $809,722 | 18,274 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $854,067 | 19,526 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $804,459 | 19,054 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $591,326 | 16,536 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $521,452 | 14,369 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $509,083 | 13,830 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||