Position in EXC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$24,569,720
+$6,160,821 QoQ
Shares Held
501,219
+18.7% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Derivatives in EXC
reported options exposure · as of Jun 30, 2020CallValue
$25,884
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026AE Wealth Management LLC holds $397,899,540 across 26 Utilities - Regulated Electric names. EXC ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
338,993 | $44,435,168 | |
| 2 | D |
Dominion Energy, Inc
|
522,867 | $32,323,605 | |
| 3 | ES |
Eversource Energy
|
380,321 | $26,348,611 | |
| 4 | EIX |
Edison International
|
348,792 | $25,524,573 | |
| 5 | EXC |
Exelon Corp
This page
|
501,219 | $24,569,720 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
203,445 | $23,552,796 | |
| 7 | FE |
Firstenergy Corp
|
463,287 | $23,470,093 | |
| 8 | CMS |
Cms Energy Corp
|
290,135 | $22,508,643 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,569,720 | 501,219 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $18,408,899 | 422,320 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $43,068,017 | 956,855 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $39,636,273 | 912,858 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $27,521,678 | 597,259 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $22,693,367 | 602,906 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $23,069,859 | 568,924 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $18,771,314 | 542,367 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $29,140,520 | 775,633 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $27,191,557 | 757,425 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $26,035,269 | 688,946 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $27,016,445 | 663,143 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $23,867,120 | 569,757 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $21,007,013 | 485,936 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,328,198 | 329,103 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $9,728,300 | 214,658 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,334,115 | 153,981 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,673,905 | 113,449 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,373,661 | 97,846 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,709,677 | 85,736 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,932,235 | 61,934 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,648,987 | 54,758 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $874,027 | 34,267 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $787,535 | 30,425 | Shares | Sole | 2020-08-05 | |
| 2020-06-30 | $25,884 | 1,000 | Call | Sole | 2020-08-05 | |
| 2020-03-31 | $1,509,711 | 57,501 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||