Position in EXC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$230,862
-$10,267 QoQ
Shares Held
4,952
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#902
of 1,279 holders
Holding Since
Mar 2020
12 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, 2026Bedel Financial Consulting, Inc. holds $3,696,670 across 8 Utilities - Regulated Electric names. EXC ranks #8 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,182 | $805,904 | |
| 2 | DUK |
Duke Energy CORP
|
4,834 | $611,887 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,867 | $529,044 | |
| 4 | SO |
Southern Co
|
4,539 | $434,427 | |
| 5 | FE |
Firstenergy Corp
|
9,014 | $428,525 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
3,690 | $394,830 | |
| 7 | EVRG |
Evergy, Inc.
|
3,022 | $261,191 | |
| 8 | EXC |
Exelon Corp
This page
|
4,952 | $230,862 |
All Filings in EXC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,862 | 4,952 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $241,129 | 4,919 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $213,111 | 4,889 | Shares | Sole | 2026-01-28 | |
| 2022-03-31 | $50,249 | 1,055 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $64,055 | 1,109 | Shares | Other | 2022-01-11 | |
| 2021-09-30 | $50,998 | 1,055 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $46,747 | 1,055 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $46,145 | 1,055 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $44,542 | 1,055 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $37,726 | 1,055 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $38,286 | 1,055 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $38,834 | 1,055 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||