Position in EXC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$241,491
-$12,432 QoQ
Shares Held
5,180
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#882
of 1,279 holders
Holding Since
Mar 2022
12 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, 2026Clearwater Capital Advisors, LLC holds $820,714 across 3 Utilities - Regulated Electric names. EXC ranks #3 (29.4% of the industry book) .
All Filings in EXC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,491 | 5,180 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $253,923 | 5,180 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $225,796 | 5,180 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $233,151 | 5,180 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $224,915 | 5,180 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $238,694 | 5,180 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $210,049 | 5,180 | Shares | Sole | 2024-11-12 | |
| 2023-06-30 | $211,033 | 5,180 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $216,990 | 5,180 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $223,931 | 5,180 | Shares | Sole | 2023-01-27 | |
| 2022-06-30 | $234,757 | 5,180 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $294,353 | 6,180 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||