Position in EXC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$578,740
-$438,768 QoQ
Shares Held
12,414
-40.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#622
of 1,279 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $33,390,438 across 33 Utilities - Regulated Electric names. EXC ranks #11 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
108,035 | $9,482,231 | |
| 2 | DUK |
Duke Energy CORP
|
48,296 | $6,113,307 | |
| 3 | SO |
Southern Co
|
51,598 | $4,938,444 | |
| 4 | D |
Dominion Energy, Inc
|
36,707 | $2,506,721 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,735 | $2,015,895 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
10,459 | $1,221,297 | |
| 7 | XEL |
Xcel Energy Inc
|
14,371 | $1,153,991 | |
| 8 | ED |
Consolidated Edison Inc
|
9,660 | $1,068,685 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,740 | 12,414 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,017,508 | 20,757 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $439,735 | 10,088 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $435,156 | 9,668 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $417,700 | 9,620 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $400,020 | 8,681 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $350,466 | 9,311 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $400,715 | 9,882 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $336,582 | 9,725 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $386,858 | 10,297 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $377,668 | 10,520 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $281,308 | 7,444 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $137,619 | 3,378 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $59,525 | 1,421 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $37,566 | 869 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $25,023 | 668 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $61,227 | 1,351 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $93,688 | 1,967 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $113,209 | 1,960 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $74,056 | 1,532 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $35,093 | 792 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $16,621 | 380 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $16,043 | 380 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $13,588 | 380 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $13,790 | 380 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $13,987 | 380 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||