Position in EXC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$379,719
-$19,548 QoQ
Shares Held
8,145
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#738
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Alpha Omega Wealth Management LLC holds $12,050,131 across 7 Utilities - Regulated Electric names. EXC ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
32,774 | $4,483,810 | |
| 2 | LNT |
Alliant Energy Corp
|
41,130 | $3,137,807 | |
| 3 | D |
Dominion Energy, Inc
|
23,327 | $1,593,000 | |
| 4 | DUK |
Duke Energy CORP
|
11,877 | $1,503,390 | |
| 5 | NEE |
Nextera Energy Inc
|
7,245 | $635,893 | |
| 6 | EXC |
Exelon Corp
This page
|
8,145 | $379,719 | |
| 7 | SO |
Southern Co
|
3,307 | $316,512 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,719 | 8,145 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $399,267 | 8,145 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $355,040 | 8,145 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $366,606 | 8,145 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $353,655 | 8,145 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $362,833 | 7,874 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $296,377 | 7,874 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $319,290 | 7,874 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $272,519 | 7,874 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $295,826 | 7,874 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $282,676 | 7,874 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $319,287 | 8,449 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $344,212 | 8,449 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $353,928 | 8,449 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $366,331 | 8,474 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $317,436 | 8,474 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $384,041 | 8,474 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $423,668 | 8,895 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $525,327 | 9,095 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $439,652 | 9,095 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $405,215 | 9,145 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $400,002 | 9,145 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $411,433 | 9,745 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $360,925 | 10,093 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $373,533 | 10,293 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $378,886 | 10,293 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||