Position in EXC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$707,924
+$80,468 QoQ
Shares Held
15,185
+18.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#576
of 1,276 holders
Holding Since
Mar 2020
25 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, 2026Integrated Advisors Network LLC holds $12,592,027 across 10 Utilities - Regulated Electric names. EXC ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
52,888 | $3,611,721 | |
| 2 | NEE |
Nextera Energy Inc
|
32,478 | $2,850,594 | |
| 3 | DUK |
Duke Energy CORP
|
15,150 | $1,917,687 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
7,166 | $836,773 | |
| 5 | SO |
Southern Co
|
8,715 | $834,112 | |
| 6 | ED |
Consolidated Edison Inc
|
6,473 | $716,107 | |
| 7 | EXC |
Exelon Corp
This page
|
15,185 | $707,924 | |
| 8 | OGE |
Oge Energy Corp.
|
12,411 | $603,919 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,924 | 15,185 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $627,456 | 12,800 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $608,777 | 13,966 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $763,279 | 16,958 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $802,054 | 18,472 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,539,266 | 76,807 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $596,556 | 15,849 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $691,134 | 17,044 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $616,369 | 17,809 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $633,768 | 16,869 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $667,022 | 18,580 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $675,949 | 17,887 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $723,664 | 17,763 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $719,586 | 17,178 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $707,329 | 16,362 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $613,707 | 16,383 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $743,066 | 16,396 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $818,235 | 17,179 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $947,090 | 16,397 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $976,129 | 20,193 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $747,599 | 16,872 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $618,308 | 14,136 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $363,725 | 8,615 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $249,568 | 6,979 | Shares | Sole | 2020-11-09 | |
| 2020-03-31 | $322,124 | 8,751 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||