Position in EXC
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$104,265
-$96,986 QoQ
Shares Held
2,127
-54.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 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, 2026CENTAURUS FINANCIAL, INC. holds $8,080,468 across 9 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
38,678 | $3,701,871 | |
| 2 | NEE |
Nextera Energy Inc
|
17,228 | $1,512,101 | |
| 3 | DTE |
Dte Energy Co
|
6,206 | $945,608 | |
| 4 | ED |
Consolidated Edison Inc
|
6,331 | $700,398 | |
| 5 | DUK |
Duke Energy CORP
|
4,737 | $599,609 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,376 | $188,250 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,386 | $161,843 | |
| 8 | ES |
Eversource Energy
|
2,068 | $149,454 |
All Filings in EXC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $104,265 | 2,127 | Shares | Sole | 2026-05-18 | |
| 2025-06-30 | $201,251 | 4,635 | Shares | Sole | 2025-08-29 | |
| 2022-09-30 | $118,148 | 3,154 | Shares | Sole | 2022-12-05 | |
| 2022-06-30 | $100,610 | 2,220 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $158,131 | 3,320 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $200,947 | 3,479 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $121,816 | 2,520 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $124,954 | 2,820 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $127,720 | 2,920 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $123,282 | 2,920 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $118,723 | 3,320 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $101,612 | 2,800 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $104,614 | 2,842 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||