Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$266,386
+$9,865 QoQ
Shares Held
5,714
+9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
#845
of 1,279 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BTS Asset Management, Inc. holds $1,016,395 across 2 Utilities - Regulated Electric names. EXC ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
10,074 | $750,009 | |
| 2 | EXC |
Exelon Corp
This page
|
5,714 | $266,386 |
All Filings in EXC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,386 | 5,714 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $256,521 | 5,233 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $245,237 | 5,626 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||