Position in EXC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,279,719
-$90,684 QoQ
Shares Held
27,450
-1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#471
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, 2026AdvisorNet Financial, Inc holds $16,708,636 across 29 Utilities - Regulated Electric names. EXC ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
76,078 | $3,350,475 | |
| 2 | FE |
Firstenergy Corp
|
60,176 | $2,860,767 | |
| 3 | NEE |
Nextera Energy Inc
|
26,989 | $2,368,824 | |
| 4 | XEL |
Xcel Energy Inc
|
18,776 | $1,507,712 | |
| 5 | EXC |
Exelon Corp
This page
|
27,450 | $1,279,719 | |
| 6 | SO |
Southern Co
|
12,048 | $1,153,114 | |
| 7 | DUK |
Duke Energy CORP
|
7,038 | $890,870 | |
| 8 | DTE |
Dte Energy Co
|
5,218 | $795,066 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,279,719 | 27,450 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,370,403 | 27,956 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,177,365 | 27,010 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,152,706 | 25,610 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,097,570 | 25,278 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,135,687 | 24,646 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $906,484 | 24,083 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $957,466 | 23,612 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $814,927 | 23,546 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $900,102 | 23,958 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $875,995 | 24,401 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $966,894 | 25,586 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,147,808 | 28,174 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,183,895 | 28,262 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,206,808 | 27,916 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,062,178 | 28,355 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $1,398,983 | 30,869 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,480,006 | 31,073 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,788,943 | 30,972 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,487,856 | 30,779 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,087,502 | 24,543 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $900,956 | 20,598 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $702,751 | 16,645 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $548,665 | 15,343 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $520,000 | 14,329 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $525,905 | 14,287 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||