Position in EXC
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$242,403
+$32,954 QoQ
Shares Held
4,945
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026BSW Wealth Partners holds $839,436 across 4 Utilities - Regulated Electric names.
All Filings in EXC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,403 | 4,945 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $209,449 | 4,805 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||