Position in EXC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$179,114
+$176,630 QoQ
Shares Held
3,842
+6640.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#962
of 1,276 holders
Holding Since
Mar 2020
25 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, 2026Plante Moran Financial Advisors, LLC holds $3,946,455 across 23 Utilities - Regulated Electric names. EXC ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
11,882 | $1,810,460 | |
| 2 | CMS |
Cms Energy Corp
|
7,156 | $547,434 | |
| 3 | NEE |
Nextera Energy Inc
|
4,895 | $429,634 | |
| 4 | SO |
Southern Co
|
3,672 | $351,447 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,721 | $235,450 | |
| 6 | EXC |
Exelon Corp
This page
|
3,842 | $179,114 | |
| 7 | IDA |
Idacorp Inc
|
983 | $148,727 | |
| 8 | DUK |
Duke Energy CORP
|
411 | $52,024 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,114 | 3,842 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $2,484 | 57 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $29,121 | 647 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $27,094 | 624 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $27,187 | 590 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $22,207 | 590 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $23,924 | 590 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $20,419 | 590 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $22,166 | 590 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $21,181 | 590 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $22,296 | 590 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $24,036 | 590 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $24,715 | 590 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $25,505 | 590 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $22,101 | 590 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $26,738 | 590 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $28,101 | 590 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $102,061 | 1,767 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $28,520 | 590 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $26,142 | 590 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $25,806 | 590 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $24,909 | 590 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $21,098 | 590 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $21,411 | 590 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $21,717 | 590 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||