Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$236,083
+$28,925 QoQ
Shares Held
5,064
+19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#892
of 1,279 holders
Holding Since
Jun 2025
4 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, 2026WESPAC Advisors, LLC holds $907,627 across 3 Utilities - Regulated Electric names. EXC ranks #3 (26.0% of the industry book) .
All Filings in EXC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,083 | 5,064 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $207,158 | 4,226 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $216,032 | 4,956 | Shares | Sole | 2026-01-14 | |
| 2025-06-30 | $692,896 | 15,958 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||