Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,986,706
-$851,436 QoQ
Shares Held
128,415
-7.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#275
of 1,285 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Capital Wealth Planning, LLC holds $368,722,708 across 2 Utilities - Regulated Electric names. EXC ranks #2 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,865,666 | $362,736,002 | |
| 2 | EXC |
Exelon Corp
This page
|
128,415 | $5,986,706 |
All Filings in EXC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,986,706 | 128,415 | Shares | Other | 2026-08-14 | |
| 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. | ||||||