Position in EXC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$394,265
-$156,866 QoQ
Shares Held
8,457
-24.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#725
of 1,279 holders
Holding Since
Jun 2020
25 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, 2026Strategic Advisors LLC holds $3,507,317 across 6 Utilities - Regulated Electric names. EXC ranks #4 (11.2% of the industry book) .
All Filings in EXC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,265 | 8,457 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $551,131 | 11,243 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $499,410 | 11,457 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $515,499 | 11,453 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $497,115 | 11,449 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $555,310 | 12,051 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $453,486 | 12,048 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $340,944 | 8,408 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $290,862 | 8,404 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $315,588 | 8,400 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $302,349 | 8,422 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,260,107 | 33,345 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,217,637 | 29,888 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,088,344 | 25,981 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,061,858 | 24,563 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $398,087 | 10,627 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $481,479 | 10,624 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $504,830 | 10,599 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $612,025 | 10,596 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $512,983 | 10,612 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $470,085 | 10,609 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $409,537 | 9,363 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $383,315 | 9,079 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $310,003 | 8,669 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $208,159 | 5,736 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||