Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$471,234
-$24,995 QoQ
Shares Held
10,108
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#681
of 1,279 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $7,505,366 across 7 Utilities - Regulated Electric names. EXC ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
61,644 | $5,410,493 | |
| 2 | SO |
Southern Co
|
6,365 | $609,194 | |
| 3 | EXC |
Exelon Corp
This page
|
10,108 | $471,234 | |
| 4 | DUK |
Duke Energy CORP
|
2,790 | $353,157 | |
| 5 | FE |
Firstenergy Corp
|
6,607 | $314,095 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,367 | $276,393 | |
| 7 | IMSR |
Terrestrial Energy Inc. /DE/
|
10,000 | $70,800 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,234 | 10,108 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $496,229 | 10,123 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $439,910 | 10,092 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||