Position in EXC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$387,598
-$19,954 QoQ
Shares Held
8,314
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#730
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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $5,294,559 across 20 Utilities - Regulated Electric names. EXC ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,160 | $1,769,443 | |
| 2 | DUK |
Duke Energy CORP
|
10,195 | $1,290,483 | |
| 3 | FE |
Firstenergy Corp
|
18,214 | $865,893 | |
| 4 | EXC |
Exelon Corp
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|
8,314 | $387,598 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,345 | $320,819 | |
| 6 | SO |
Southern Co
|
2,323 | $222,334 | |
| 7 | D |
Dominion Energy, Inc
|
1,393 | $95,127 | |
| 8 | ED |
Consolidated Edison Inc
|
816 | $90,274 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,598 | 8,314 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $407,552 | 8,314 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $361,927 | 8,303 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $373,718 | 8,303 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $360,516 | 8,303 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $389,053 | 8,443 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $353,213 | 9,384 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $361,219 | 8,908 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $326,026 | 9,420 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $386,182 | 10,279 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $422,794 | 11,777 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $529,929 | 14,023 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $520,127 | 12,767 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $491,369 | 11,730 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $429,533 | 9,936 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $336,578 | 8,985 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $405,206 | 8,941 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $425,097 | 8,925 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $511,464 | 8,855 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $440,038 | 9,103 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $283,141 | 6,390 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $279,498 | 6,390 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $264,719 | 6,270 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $231,009 | 6,460 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $258,711 | 7,129 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $188,762 | 5,128 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||