Position in EXC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,381,723
+$62,252 QoQ
Shares Held
29,638
+10.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#458
of 1,279 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Perigon Wealth Management, LLC holds $32,663,808 across 22 Utilities - Regulated Electric names. EXC ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
119,680 | $10,504,313 | |
| 2 | SO |
Southern Co
|
34,256 | $3,278,641 | |
| 3 | AEP |
American Electric Power Co Inc
|
23,590 | $3,227,347 | |
| 4 | DUK |
Duke Energy CORP
|
20,484 | $2,592,864 | |
| 5 | D |
Dominion Energy, Inc
|
32,322 | $2,207,269 | |
| 6 | ED |
Consolidated Edison Inc
|
14,020 | $1,551,032 | |
| 7 | EXC |
Exelon Corp
This page
|
29,638 | $1,381,723 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
12,259 | $994,940 |
All Filings in EXC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,381,723 | 29,638 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,319,471 | 26,917 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $988,926 | 22,687 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $750,721 | 16,679 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $687,642 | 15,837 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $702,858 | 15,253 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $556,394 | 14,782 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $420,057 | 10,359 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $333,536 | 9,637 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $367,847 | 9,791 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $291,687 | 8,125 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $319,930 | 8,466 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $366,211 | 8,989 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $389,535 | 9,299 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $517,203 | 11,964 | Shares | Sole | 2023-05-01 | |
| 2020-12-31 | $60,881 | 1,442 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||