Position in EXC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$262,796
-$441 QoQ
Shares Held
5,637
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#852
of 1,279 holders
Holding Since
Mar 2026
2 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, 2026BIP Wealth, LLC holds $7,656,652 across 9 Utilities - Regulated Electric names. EXC ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
31,963 | $3,059,178 | |
| 2 | NEE |
Nextera Energy Inc
|
15,296 | $1,342,529 | |
| 3 | DUK |
Duke Energy CORP
|
6,858 | $868,085 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,683 | $777,491 | |
| 5 | ED |
Consolidated Edison Inc
|
4,290 | $474,602 | |
| 6 | XEL |
Xcel Energy Inc
|
4,331 | $347,779 | |
| 7 | D |
Dominion Energy, Inc
|
4,545 | $310,378 | |
| 8 | EXC |
Exelon Corp
This page
|
5,637 | $262,796 |
All Filings in EXC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,796 | 5,637 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $263,237 | 5,370 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||