Position in EXC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$306,712
+$15,730 QoQ
Shares Held
6,579
+10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#795
of 1,277 holders
Holding Since
Mar 2020
26 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, 2026JFS WEALTH ADVISORS, LLC holds $3,489,544 across 35 Utilities - Regulated Electric names. EXC ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
8,392 | $1,148,109 | |
| 2 | DUK |
Duke Energy CORP
|
5,928 | $750,366 | |
| 3 | NEE |
Nextera Energy Inc
|
4,813 | $422,437 | |
| 4 | EXC |
Exelon Corp
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|
6,579 | $306,712 | |
| 5 | FE |
Firstenergy Corp
|
4,564 | $216,972 | |
| 6 | SO |
Southern Co
|
1,655 | $158,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,251 | $101,531 | |
| 8 | PPL |
PPL Corp
|
1,575 | $57,251 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,712 | 6,579 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $290,982 | 5,936 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $270,606 | 6,208 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $270,690 | 6,014 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $257,827 | 5,938 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $273,623 | 5,938 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $222,678 | 5,916 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $242,772 | 5,987 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $202,433 | 5,849 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $215,989 | 5,749 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $208,363 | 5,804 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $217,443 | 5,754 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $235,680 | 5,785 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $242,962 | 5,800 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $239,407 | 5,538 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $208,202 | 5,558 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $254,789 | 5,622 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $260,821 | 5,476 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $317,968 | 5,505 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $262,631 | 5,433 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $234,931 | 5,302 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $231,734 | 5,298 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $177,661 | 4,208 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $144,899 | 4,052 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $146,865 | 4,047 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $148,786 | 4,042 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||