Position in EXC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,666
-$294 QoQ
Shares Held
143
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,196
of 1,277 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, 2026Tower View Wealth Management LLC holds $689,804 across 7 Utilities - Regulated Electric names. EXC ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MGEE |
Mge Energy Inc
|
3,534 | $288,162 | |
| 2 | NEE |
Nextera Energy Inc
|
2,610 | $229,079 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
694 | $56,325 | |
| 4 | ETR |
Entergy Corp /De/
|
413 | $47,437 | |
| 5 | XEL |
Xcel Energy Inc
|
539 | $43,281 | |
| 6 | SO |
Southern Co
|
197 | $18,854 | |
| 7 | EXC |
Exelon Corp
This page
|
143 | $6,666 |
All Filings in EXC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,666 | 143 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,960 | 142 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,102 | 140 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,256 | 139 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,991 | 138 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $6,312 | 137 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,081 | 135 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,433 | 134 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,637 | 134 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,034 | 134 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,810 | 134 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,063 | 134 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $5,459 | 134 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,613 | 134 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $5,792 | 134 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,019 | 134 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||