Position in EXC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$540,698
-$25,826 QoQ
Shares Held
11,598
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#640
of 1,277 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $1,926,542 across 30 Utilities - Regulated Electric names. EXC ranks #1 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
This page
|
11,598 | $540,698 | |
| 2 | DUK |
Duke Energy CORP
|
2,061 | $260,881 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,755 | $240,101 | |
| 4 | NEE |
Nextera Energy Inc
|
2,022 | $177,470 | |
| 5 | D |
Dominion Energy, Inc
|
1,996 | $136,306 | |
| 6 | AEE |
Ameren Corp
|
970 | $109,648 | |
| 7 | XEL |
Xcel Energy Inc
|
1,009 | $81,022 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
970 | $78,725 |
All Filings in EXC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,698 | 11,598 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $566,524 | 11,557 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $491,869 | 11,284 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $448,344 | 9,961 | Shares | Sole | 2025-10-21 | |
| 2023-06-30 | $330,034 | 8,101 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $339,057 | 8,094 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $312,120 | 7,220 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $270,198 | 7,213 | Shares | Other | 2022-10-20 | |
| 2022-06-30 | $326,621 | 7,207 | Shares | Other | 2022-07-19 | |
| 2022-03-31 | $343,031 | 7,202 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $415,641 | 7,196 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $326,004 | 6,744 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $289,389 | 6,531 | Shares | Other | 2021-07-22 | |
| 2021-03-31 | $318,296 | 7,277 | Shares | Other | 2021-04-19 | |
| 2020-12-31 | $306,939 | 7,270 | Shares | Other | 2021-01-29 | |
| 2020-09-30 | $308,572 | 8,629 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $343,521 | 9,466 | Shares | Other | 2020-07-22 | |
| 2020-03-31 | $336,591 | 9,144 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||