Position in EXC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$442,190
+$79,246 QoQ
Shares Held
9,485
+28.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#695
of 1,277 holders
Holding Since
Sep 2025
4 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, 2026Pure Financial Advisors, LLC holds $11,659,284 across 16 Utilities - Regulated Electric names. EXC ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
37,983 | $4,807,888 | |
| 2 | NEE |
Nextera Energy Inc
|
12,207 | $1,071,408 | |
| 3 | SO |
Southern Co
|
9,781 | $936,139 | |
| 4 | ED |
Consolidated Edison Inc
|
6,199 | $685,795 | |
| 5 | PPL |
PPL Corp
|
15,415 | $560,335 | |
| 6 | NGG |
National Grid PLC
|
6,085 | $504,263 | |
| 7 | EXC |
Exelon Corp
This page
|
9,485 | $442,190 | |
| 8 | D |
Dominion Energy, Inc
|
5,934 | $405,232 |
All Filings in EXC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,190 | 9,485 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $362,944 | 7,404 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $245,760 | 5,638 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $203,535 | 4,522 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||