Position in EXC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$318,321
+$2,290 QoQ
Shares Held
6,828
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#791
of 1,279 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, 2026Cornerstone Advisory, LLC holds $5,726,581 across 8 Utilities - Regulated Electric names. EXC ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
23,407 | $2,240,283 | |
| 2 | AEP |
American Electric Power Co Inc
|
6,019 | $823,459 | |
| 3 | DUK |
Duke Energy CORP
|
6,437 | $814,795 | |
| 4 | NEE |
Nextera Energy Inc
|
8,790 | $771,498 | |
| 5 | D |
Dominion Energy, Inc
|
6,840 | $467,103 | |
| 6 | EXC |
Exelon Corp
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|
6,828 | $318,321 | |
| 7 | ETR |
Entergy Corp /De/
|
1,918 | $220,301 | |
| 8 | IMSR |
Terrestrial Energy Inc. /DE/
|
10,003 | $70,821 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,321 | 6,828 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $316,031 | 6,447 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $275,488 | 6,320 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $285,813 | 6,350 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $273,719 | 6,304 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $301,916 | 6,552 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $347,944 | 9,244 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $322,575 | 7,955 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $293,908 | 8,492 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $435,323 | 11,587 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $405,921 | 11,307 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $429,936 | 11,377 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $456,573 | 11,207 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $466,989 | 11,148 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $479,507 | 11,092 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $416,667 | 11,123 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $496,797 | 10,962 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $522,120 | 10,962 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $746,317 | 12,921 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $501,478 | 10,374 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $461,755 | 10,421 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $510,271 | 11,666 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $616,707 | 14,607 | Shares | Sole | 2021-05-11 | |
| 2020-09-30 | $458,192 | 12,813 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $411,021 | 11,326 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $416,910 | 11,326 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||