Position in EXC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,838,142
+$6,611,146 QoQ
Shares Held
139,497
+3449.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Capital Wealth Planning, LLC holds $376,918,561 across 3 Utilities - Regulated Electric names. EXC ranks #3 (1.8% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,838,142 | 139,497 | Shares | Sole | 2026-05-15 | |
| 2021-12-31 | $226,996 | 3,930 | Shares | Sole | 2022-02-04 | |
| 2020-06-30 | $238,788 | 6,580 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $254,652 | 6,918 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||