Position in EXC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,480,930
-$104,425 QoQ
Shares Held
31,766
-1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#440
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, 2026Wealthcare Advisory Partners LLC holds $21,287,967 across 13 Utilities - Regulated Electric names. EXC ranks #7 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
50,770 | $4,859,196 | |
| 2 | DUK |
Duke Energy CORP
|
18,403 | $2,329,451 | |
| 3 | AEP |
American Electric Power Co Inc
|
16,282 | $2,227,540 | |
| 4 | NEE |
Nextera Energy Inc
|
25,002 | $2,194,425 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
18,681 | $1,998,867 | |
| 6 | ETR |
Entergy Corp /De/
|
13,132 | $1,508,341 | |
| 7 | EXC |
Exelon Corp
This page
|
31,766 | $1,480,930 | |
| 8 | ED |
Consolidated Edison Inc
|
10,209 | $1,129,421 |
All Filings in EXC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,480,930 | 31,766 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,585,355 | 32,341 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,444,485 | 33,138 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,170,169 | 25,998 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,109,207 | 25,546 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,160,478 | 25,184 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $874,603 | 23,236 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $920,931 | 22,711 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $790,077 | 22,828 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $720,329 | 19,173 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $685,438 | 19,093 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $720,466 | 19,065 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $849,266 | 20,846 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $835,831 | 19,953 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $862,006 | 19,940 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $697,130 | 18,610 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $829,356 | 18,300 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $800,565 | 16,808 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $954,195 | 16,520 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $625,761 | 12,945 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $584,538 | 13,192 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $589,790 | 13,484 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $566,507 | 13,418 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $477,038 | 13,340 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $482,694 | 13,301 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $437,561 | 11,887 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||