Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$214,452
-$11,040 QoQ
Shares Held
4,600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#923
of 1,277 holders
Holding Since
Mar 2020
26 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, 2026MONETARY MANAGEMENT GROUP INC holds $5,607,322 across 12 Utilities - Regulated Electric names. EXC ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,100 | $1,149,787 | |
| 2 | ED |
Consolidated Edison Inc
|
8,850 | $979,075 | |
| 3 | SO |
Southern Co
|
9,407 | $900,343 | |
| 4 | DUK |
Duke Energy CORP
|
5,733 | $725,683 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,320 | $591,019 | |
| 6 | D |
Dominion Energy, Inc
|
5,779 | $394,647 | |
| 7 | EXC |
Exelon Corp
This page
|
4,600 | $214,452 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
1,750 | $204,347 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,452 | 4,600 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $225,492 | 4,600 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $200,514 | 4,600 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $229,551 | 5,100 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $199,732 | 4,600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $211,968 | 4,600 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $173,144 | 4,600 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $20,275 | 500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $17,305 | 500 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $18,785 | 500 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $17,950 | 500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,895 | 500 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $28,518 | 700 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $20,945 | 500 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $21,615 | 500 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $18,730 | 500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,660 | 500 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $23,815 | 500 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $28,880 | 500 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $24,169 | 500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $22,155 | 500 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $21,870 | 500 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $21,109 | 500 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $17,879 | 500 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $18,145 | 500 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $18,405 | 500 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||