Position in EXC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$244,428
-$12,534 QoQ
Shares Held
5,243
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#876
of 1,276 holders
Holding Since
Mar 2020
26 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, 2026Successful Portfolios LLC holds $4,894,249 across 7 Utilities - Regulated Electric names. EXC ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
15,407 | $1,950,218 | |
| 2 | NEE |
Nextera Energy Inc
|
11,648 | $1,022,344 | |
| 3 | SO |
Southern Co
|
7,975 | $763,287 | |
| 4 | ETR |
Entergy Corp /De/
|
2,881 | $330,911 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
2,732 | $319,015 | |
| 6 | PPL |
PPL Corp
|
7,264 | $264,046 | |
| 7 | EXC |
Exelon Corp
This page
|
5,243 | $244,428 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,428 | 5,243 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $256,962 | 5,242 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $239,221 | 5,488 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $246,564 | 5,478 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $253,616 | 5,841 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $269,798 | 5,855 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $220,382 | 5,855 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $243,827 | 6,013 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $212,366 | 6,136 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $245,895 | 6,545 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $242,540 | 6,756 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $255,800 | 6,769 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $276,298 | 6,782 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $289,669 | 6,915 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $303,690 | 7,025 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $263,680 | 7,039 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $319,370 | 7,047 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $336,077 | 7,056 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $407,554 | 7,056 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $341,086 | 7,056 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $312,651 | 7,056 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $308,629 | 7,056 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $293,682 | 6,956 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $248,746 | 6,956 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $252,433 | 6,956 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $258,112 | 7,012 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||