Position in EXC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$553,892
-$17,043 QoQ
Shares Held
11,881
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#634
of 1,279 holders
Holding Since
Mar 2020
19 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, 2026HighPoint Advisor Group LLC holds $7,782,677 across 10 Utilities - Regulated Electric names. EXC ranks #7 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
9,660 | $1,321,584 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
11,288 | $1,318,099 | |
| 3 | PCG |
PG&E Corp
|
78,096 | $1,313,574 | |
| 4 | DUK |
Duke Energy CORP
|
5,663 | $716,822 | |
| 5 | NEE |
Nextera Energy Inc
|
8,015 | $703,476 | |
| 6 | ETR |
Entergy Corp /De/
|
6,060 | $696,051 | |
| 7 | EXC |
Exelon Corp
This page
|
11,881 | $553,892 | |
| 8 | SO |
Southern Co
|
5,280 | $505,348 |
All Filings in EXC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,892 | 11,881 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $570,935 | 11,647 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $520,813 | 11,948 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $3,720,751 | 82,665 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,496,482 | 80,527 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,696,353 | 80,216 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,034,235 | 80,612 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,439,045 | 84,810 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,041,803 | 87,888 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,335,314 | 88,776 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,191,797 | 88,908 | Shares | Sole | 2024-03-26 | |
| 2022-06-30 | $3,022,209 | 66,686 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $4,043,784 | 83,653 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,252,314 | 73,399 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,068,755 | 70,159 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $2,868,720 | 67,947 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,261,603 | 63,244 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,134,944 | 58,830 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,184,235 | 59,338 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||