Position in EXC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$233,100
-$12,000 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#898
of 1,279 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Marietta Wealth Management, LLC holds $17,089,178 across 3 Utilities - Regulated Electric names. EXC ranks #3 (1.4% of the industry book) .
All Filings in EXC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,100 | 5,000 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $245,100 | 5,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $217,950 | 5,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $225,050 | 5,000 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $217,100 | 5,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $232,289 | 5,041 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $202,750 | 5,000 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||