Position in EXC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$16,503
+$327 QoQ
Shares Held
354
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,142
of 1,279 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $226,374 across 29 Utilities - Regulated Electric names. EXC ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
737 | $54,869 | |
| 2 | DUK |
Duke Energy CORP
|
211 | $26,708 | |
| 3 | EXC |
Exelon Corp
This page
|
354 | $16,503 | |
| 4 | AEP |
American Electric Power Co Inc
|
102 | $13,954 | |
| 5 | NGG |
National Grid PLC
|
159 | $13,176 | |
| 6 | ED |
Consolidated Edison Inc
|
115 | $12,722 | |
| 7 | NEE |
Nextera Energy Inc
|
113 | $9,918 | |
| 8 | KEP |
Korea Electric Power Corp
|
744 | $9,002 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,503 | 354 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $16,176 | 330 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $14,079 | 323 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $14,538 | 323 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $12,939 | 298 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $13,731 | 298 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $11,216 | 298 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $12,083 | 298 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $7,718 | 223 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $8,378 | 223 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $8,005 | 223 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $8,427 | 223 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $9,085 | 223 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $9,341 | 223 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $9,640 | 223 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $8,353 | 223 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $10,106 | 223 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $10,621 | 223 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $9,187 | 223 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $7,688 | 223 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $7,047 | 223 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $6,957 | 223 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $5,992 | 199 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $3,672 | 144 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $3,597 | 139 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $3,255 | 124 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||