Position in EXC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,004,474
+$798,239 QoQ
Shares Held
21,546
+370.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#514
of 1,276 holders
Holding Since
Mar 2023
11 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, 2026GeoWealth Management, LLC holds $10,640,115 across 19 Utilities - Regulated Electric names. EXC ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
21,067 | $1,568,438 | |
| 2 | ES |
Eversource Energy
|
18,375 | $1,327,961 | |
| 3 | NGG |
National Grid PLC
|
12,583 | $1,042,753 | |
| 4 | EXC |
Exelon Corp
This page
|
21,546 | $1,004,474 | |
| 5 | PPL |
PPL Corp
|
19,186 | $697,411 | |
| 6 | ETR |
Entergy Corp /De/
|
5,643 | $648,154 | |
| 7 | SO |
Southern Co
|
5,215 | $499,127 | |
| 8 | DUK |
Duke Energy CORP
|
3,795 | $480,371 |
All Filings in EXC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,004,474 | 21,546 | Shares | Other | 2026-07-30 | |
| 2025-09-30 | $206,235 | 4,582 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $199,818 | 4,602 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $110,914 | 2,407 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $164,110 | 4,360 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $184,826 | 4,558 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $178,414 | 5,155 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $180,749 | 4,811 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $101,776 | 2,835 | Shares | Other | 2024-02-13 | |
| 2023-06-30 | $1,833 | 45 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $1,885 | 45 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||