Position in EXC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,428,856
+$1,078,805 QoQ
Shares Held
30,649
+329.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#448
of 1,276 holders
Holding Since
Mar 2023
4 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, 2026MISSION WEALTH MANAGEMENT, LP holds $22,236,531 across 18 Utilities - Regulated Electric names. EXC ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,927 | $3,943,242 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
31,602 | $2,564,818 | |
| 3 | SO |
Southern Co
|
23,627 | $2,261,340 | |
| 4 | DUK |
Duke Energy CORP
|
16,879 | $2,136,543 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,599 | $1,997,289 | |
| 6 | EIX |
Edison International
|
22,416 | $1,668,871 | |
| 7 | EXC |
Exelon Corp
This page
|
30,649 | $1,428,856 | |
| 8 | XEL |
Xcel Energy Inc
|
14,290 | $1,147,487 |
All Filings in EXC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,428,856 | 30,649 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $350,051 | 7,141 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $312,714 | 7,174 | Shares | Sole | 2026-02-05 | |
| 2023-03-31 | $202,412 | 4,832 | Shares | Sole | 2023-04-07 | |
| No filing history on record for this holder in this stock. | ||||||