Position in EXC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$593,472
+$370,726 QoQ
Shares Held
12,730
+180.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#612
of 1,279 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Meridian Wealth Management, LLC holds $24,827,763 across 11 Utilities - Regulated Electric names. EXC ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
55,960 | $5,355,931 | |
| 2 | FE |
Firstenergy Corp
|
95,358 | $4,533,319 | |
| 3 | D |
Dominion Energy, Inc
|
60,758 | $4,149,163 | |
| 4 | DUK |
Duke Energy CORP
|
26,460 | $3,349,306 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
32,950 | $2,674,222 | |
| 6 | NEE |
Nextera Energy Inc
|
20,265 | $1,778,659 | |
| 7 | AEP |
American Electric Power Co Inc
|
9,576 | $1,310,092 | |
| 8 | EXC |
Exelon Corp
This page
|
12,730 | $593,472 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,472 | 12,730 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $222,746 | 4,544 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $239,483 | 5,494 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||