Position in EXC
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$33,316,443
+$8,377,907 QoQ
Shares Held
679,650
+18.8% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 1.696164649209668.ToString("F0")%
Shared 0.ToString("F0")%
None 98.30383535079034.ToString("F0")%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $482,207,133 across 33 Utilities - Regulated Electric names. EXC ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
584,863 | $76,581,961 | |
| 2 | NEE |
Nextera Energy Inc
|
613,906 | $57,019,589 | |
| 3 | SO |
Southern Co
|
466,295 | $45,006,793 | |
| 4 | AEP |
American Electric Power Co Inc
|
339,972 | $44,563,529 | |
| 5 | EXC |
Exelon Corp
This page
|
679,650 | $33,316,443 | |
| 6 | XEL |
Xcel Energy Inc
|
366,164 | $29,088,068 | |
| 7 | EIX |
Edison International
|
394,379 | $28,860,655 | |
| 8 | PCG |
PG&E Corp
|
1,494,739 | $26,262,564 |
All Filings in EXC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $380,219 | 9,229 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $304,521 | 8,832 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $279,987 | 8,859 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,066,264 | 34,177 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,024,391 | 34,017 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,605,559 | 141,359 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $228,611 | 8,832 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||