Position in EXC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$74,172
-$3,818 QoQ
Shares Held
1,591
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,020
of 1,279 holders
Holding Since
Sep 2022
16 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, 2026Clearstead Trust, LLC holds $6,910,406 across 22 Utilities - Regulated Electric names. EXC ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
18,600 | $2,171,922 | |
| 2 | NEE |
Nextera Energy Inc
|
24,109 | $2,116,046 | |
| 3 | ED |
Consolidated Edison Inc
|
8,200 | $907,166 | |
| 4 | SO |
Southern Co
|
7,271 | $695,907 | |
| 5 | DUK |
Duke Energy CORP
|
2,705 | $342,398 | |
| 6 | AEE |
Ameren Corp
|
2,053 | $232,071 | |
| 7 | ETR |
Entergy Corp /De/
|
850 | $97,631 | |
| 8 | EXC |
Exelon Corp
This page
|
1,591 | $74,172 |
All Filings in EXC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,172 | 1,591 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $77,990 | 1,591 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $69,351 | 1,591 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $74,131 | 1,647 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $71,078 | 1,637 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $72,576 | 1,575 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $40,048 | 1,064 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $42,739 | 1,054 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $36,098 | 1,043 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $41,890 | 1,115 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $36,689 | 1,022 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $47,653 | 1,261 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $50,965 | 1,251 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $52,027 | 1,242 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $53,345 | 1,234 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $45,925 | 1,226 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||