Position in EXC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,217,153
-$113,748 QoQ
Shares Held
47,558
+0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#384
of 1,277 holders
Holding Since
Mar 2020
26 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, 2026WealthTrust Axiom LLC holds $17,734,151 across 14 Utilities - Regulated Electric names. EXC ranks #4 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
26,763 | $2,960,790 | |
| 2 | NEE |
Nextera Energy Inc
|
29,694 | $2,606,242 | |
| 3 | EVRG |
Evergy, Inc.
|
28,516 | $2,464,637 | |
| 4 | EXC |
Exelon Corp
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|
47,558 | $2,217,153 | |
| 5 | CMS |
Cms Energy Corp
|
26,400 | $2,019,600 | |
| 6 | DUK |
Duke Energy CORP
|
14,158 | $1,792,119 | |
| 7 | XEL |
Xcel Energy Inc
|
13,151 | $1,056,025 | |
| 8 | PPL |
PPL Corp
|
18,397 | $668,730 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,217,153 | 47,558 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,330,901 | 47,550 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,067,168 | 47,423 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,139,055 | 47,524 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,067,703 | 47,621 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,226,447 | 48,317 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,793,696 | 47,654 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,891,454 | 46,645 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,685,403 | 48,697 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,844,236 | 49,088 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,829,069 | 50,949 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,874,535 | 49,604 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,112,246 | 51,847 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,171,577 | 51,840 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,199,585 | 50,881 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,905,552 | 50,869 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,132,895 | 47,063 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,241,372 | 47,058 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,749,492 | 47,602 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,322,542 | 48,046 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,212,933 | 49,942 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,195,442 | 50,193 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,220,305 | 52,589 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,909,904 | 53,409 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,898,805 | 52,323 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,843,816 | 50,090 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||