Position in EXC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$239,859
-$11,809 QoQ
Shares Held
5,145
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#888
of 1,279 holders
Holding Since
Mar 2025
6 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, 2026Trinity Wealth Management, LLC holds $239,859 across 1 Utilities - Regulated Electric name. EXC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
This page
|
5,145 | $239,859 |
All Filings in EXC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,859 | 5,145 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $251,668 | 5,134 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $215,116 | 4,935 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $222,124 | 4,935 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $212,758 | 4,900 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $225,792 | 4,900 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||