Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$362,750
-$26,419 QoQ
Shares Held
7,781
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#748
of 1,279 holders
Holding Since
Jun 2020
6 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, 2026Financial Engines Advisors L.L.C. holds $3,912,287 across 7 Utilities - Regulated Electric names. EXC ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,376 | $1,349,551 | |
| 2 | ED |
Consolidated Edison Inc
|
7,669 | $848,421 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,309 | $452,704 | |
| 4 | ES |
Eversource Energy
|
5,849 | $422,707 | |
| 5 | EXC |
Exelon Corp
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|
7,781 | $362,750 | |
| 6 | DUK |
Duke Energy CORP
|
1,978 | $250,375 | |
| 7 | SO |
Southern Co
|
2,359 | $225,779 |
All Filings in EXC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,750 | 7,781 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $389,169 | 7,939 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $371,299 | 8,518 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $201,239 | 4,471 | Shares | Sole | 2025-11-17 | |
| 2021-09-30 | $204,574 | 4,232 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $210,700 | 5,806 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||