Position in EXC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,286,758
-$3,056 QoQ
Shares Held
27,601
+4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#470
of 1,276 holders
Holding Since
Mar 2020
26 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, 2026Wealthspire Advisors, LLC holds $21,381,387 across 18 Utilities - Regulated Electric names. EXC ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,421 | $5,566,461 | |
| 2 | DUK |
Duke Energy CORP
|
19,524 | $2,471,347 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,222 | $1,945,711 | |
| 4 | ED |
Consolidated Edison Inc
|
13,533 | $1,497,155 | |
| 5 | SO |
Southern Co
|
14,045 | $1,344,246 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
11,268 | $1,315,764 | |
| 7 | EXC |
Exelon Corp
This page
|
27,601 | $1,286,758 | |
| 8 | D |
Dominion Energy, Inc
|
16,470 | $1,124,736 |
All Filings in EXC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,286,758 | 27,601 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,289,814 | 26,312 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,735,012 | 39,803 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,437,529 | 31,938 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,324,440 | 30,503 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,336,550 | 29,005 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,095,662 | 29,109 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,207,903 | 29,788 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $935,923 | 27,042 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $716,610 | 19,074 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $702,706 | 19,574 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $802,470 | 21,235 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $920,927 | 22,605 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $953,835 | 22,770 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,103,186 | 25,519 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,550,993 | 41,404 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $549,006 | 12,114 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $463,011 | 9,721 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,168,600 | 20,232 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $529,612 | 10,956 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $276,937 | 6,250 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $940,279 | 21,497 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $663,022 | 15,704 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $260,690 | 7,290 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $217,631 | 5,997 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $588,629 | 15,991 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||