Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$674,358
-$66,971 QoQ
Shares Held
14,465
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#587
of 1,277 holders
Holding Since
Jun 2020
5 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, 2026Ellevest, Inc. holds $3,865,130 across 8 Utilities - Regulated Electric names. EXC ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
7,396 | $818,219 | |
| 2 | EXC |
Exelon Corp
This page
|
14,465 | $674,358 | |
| 3 | EIX |
Edison International
|
8,058 | $599,918 | |
| 4 | ES |
Eversource Energy
|
7,150 | $516,730 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
5,919 | $480,386 | |
| 6 | CMS |
Cms Energy Corp
|
4,134 | $316,251 | |
| 7 | PPL |
PPL Corp
|
6,639 | $241,327 | |
| 8 | AEE |
Ameren Corp
|
1,928 | $217,941 |
All Filings in EXC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,358 | 14,465 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $741,329 | 15,123 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $502,113 | 11,519 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $528,237 | 11,736 | Shares | Sole | 2025-11-14 | |
| 2020-06-30 | $798 | 22 | Shares | Sole | 2020-07-06 | |
| No filing history on record for this holder in this stock. | ||||||