Position in EXC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$37,655,207
+$4,338,764 QoQ
Shares Held
807,705
+18.8% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#108
of 1,279 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $555,377,646 across 34 Utilities - Regulated Electric names. EXC ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
665,748 | $84,270,381 | |
| 2 | NEE |
Nextera Energy Inc
|
755,696 | $66,327,437 | |
| 3 | SO |
Southern Co
|
570,498 | $54,602,363 | |
| 4 | AEP |
American Electric Power Co Inc
|
282,817 | $38,692,193 | |
| 5 | EXC |
Exelon Corp
This page
|
807,705 | $37,655,207 | |
| 6 | ED |
Consolidated Edison Inc
|
338,224 | $37,417,721 | |
| 7 | XEL |
Xcel Energy Inc
|
401,620 | $32,250,086 | |
| 8 | EIX |
Edison International
|
410,379 | $30,552,716 |
All Filings in EXC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,655,207 | 807,705 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $33,316,443 | 679,650 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $24,938,536 | 572,116 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $27,983,572 | 621,719 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $15,521,868 | 357,482 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $12,400,174 | 269,101 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,198,854 | 111,553 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $4,666,169 | 115,072 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,036,598 | 116,631 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,141,228 | 110,227 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,645,076 | 73,679 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,804,055 | 74,201 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $778,500 | 19,109 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $808,058 | 19,290 | Shares | Sole | 2023-04-25 | |
| 2022-06-30 | $471,690 | 10,408 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $439,577 | 9,229 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $533,067 | 9,229 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $426,938 | 8,832 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $392,542 | 8,859 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,494,902 | 34,177 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,436,196 | 34,017 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $5,054,993 | 141,359 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $320,513 | 8,832 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||