Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$133,566
-$133,691 QoQ
Shares Held
2,865
-47.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#986
of 1,279 holders
Holding Since
Sep 2023
12 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, 2026First Command Advisory Services, Inc. holds $3,651,859 across 23 Utilities - Regulated Electric names. EXC ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,188 | $783,277 | |
| 2 | NEE |
Nextera Energy Inc
|
8,743 | $767,373 | |
| 3 | D |
Dominion Energy, Inc
|
6,496 | $443,611 | |
| 4 | SO |
Southern Co
|
2,009 | $192,280 | |
| 5 | DTE |
Dte Energy Co
|
3,162 | $158,885 | |
| 6 | EVRG |
Evergy, Inc.
|
1,652 | $142,782 | |
| 7 | EXC |
Exelon Corp
This page
|
2,865 | $133,566 | |
| 8 | PPL |
PPL Corp
|
3,548 | $128,969 |
All Filings in EXC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,566 | 2,865 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $267,257 | 5,452 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $220,042 | 5,048 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $287,523 | 6,388 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $190,483 | 4,387 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $202,152 | 4,387 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $231,184 | 6,142 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $249,098 | 6,143 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $212,574 | 6,142 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $230,754 | 6,142 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $220,497 | 6,142 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $232,106 | 6,142 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||