Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,639,205
-$67,475 QoQ
Shares Held
35,161
+1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#426
of 1,279 holders
Holding Since
Dec 2021
19 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, 2026StoneX Group Inc. holds $36,436,869 across 15 Utilities - Regulated Electric names. EXC ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
177,481 | $14,251,724 | |
| 2 | SO |
Southern Co
|
69,316 | $6,634,234 | |
| 3 | ETR |
Entergy Corp /De/
|
29,259 | $3,360,688 | |
| 4 | DUK |
Duke Energy CORP
|
22,333 | $2,826,911 | |
| 5 | PPL |
PPL Corp
|
57,892 | $2,104,374 | |
| 6 | AEP |
American Electric Power Co Inc
|
13,669 | $1,870,055 | |
| 7 | EXC |
Exelon Corp
This page
|
35,161 | $1,639,205 | |
| 8 | NEE |
Nextera Energy Inc
|
10,389 | $911,842 |
All Filings in EXC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,639,205 | 35,161 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,706,680 | 34,816 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,754,192 | 40,243 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,776,229 | 39,463 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,689,255 | 38,905 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,837,578 | 39,878 | Shares | Defined | 2025-08-13 | |
| 2024-12-31 | $1,387,824 | 36,871 | Shares | Defined | 2025-08-13 | |
| 2024-09-30 | $1,303,277 | 32,140 | Shares | Defined | 2025-08-13 | |
| 2024-06-30 | $1,096,583 | 31,684 | Shares | Defined | 2025-08-13 | |
| 2024-03-31 | $1,248,563 | 33,233 | Shares | Defined | 2025-08-13 | |
| 2023-12-31 | $1,442,605 | 40,184 | Shares | Defined | 2025-08-13 | |
| 2023-09-30 | $1,237,962 | 32,759 | Shares | Defined | 2025-08-13 | |
| 2023-06-30 | $1,259,273 | 30,910 | Shares | Defined | 2025-08-13 | |
| 2023-03-31 | $608,619 | 14,529 | Shares | Defined | 2025-08-13 | |
| 2022-12-31 | $471,552 | 10,908 | Shares | Defined | 2025-08-13 | |
| 2022-09-30 | $657,385 | 17,549 | Shares | Defined | 2025-08-13 | |
| 2022-06-30 | $995,680 | 21,970 | Shares | Defined | 2025-08-13 | |
| 2022-03-31 | $453,532 | 9,522 | Shares | Defined | 2025-08-13 | |
| 2021-12-31 | $585,224 | 10,132 | Shares | Defined | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||