Position in EXC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$299,253
+$33,369 QoQ
Shares Held
6,419
+18.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#806
of 1,279 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Composition Wealth, LLC holds $10,231,752 across 20 Utilities - Regulated Electric names. EXC ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,902 | $2,624,498 | |
| 2 | SO |
Southern Co
|
21,889 | $2,094,996 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,881 | $804,579 | |
| 4 | D |
Dominion Energy, Inc
|
7,995 | $545,978 | |
| 5 | EVRG |
Evergy, Inc.
|
5,751 | $497,058 | |
| 6 | DUK |
Duke Energy CORP
|
3,885 | $491,763 | |
| 7 | ED |
Consolidated Edison Inc
|
3,411 | $377,358 | |
| 8 | EXC |
Exelon Corp
This page
|
6,419 | $299,253 |
All Filings in EXC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,253 | 6,419 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $265,884 | 5,424 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $335,425 | 7,695 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $329,788 | 7,327 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $280,145 | 6,452 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $204,318 | 4,434 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||