Position in EXC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,880,371
-$101,409 QoQ
Shares Held
40,334
-0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#409
of 1,279 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, 2026Providence Wealth Advisors, LLC holds $4,033,224 across 4 Utilities - Regulated Electric names. EXC ranks #1 (46.6% of the industry book) .
All Filings in EXC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,880,371 | 40,334 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,981,780 | 40,428 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,734,402 | 39,789 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,891,860 | 42,032 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,698,373 | 39,115 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,812,879 | 39,342 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,472,665 | 39,125 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,596,777 | 39,378 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,334,042 | 38,545 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,190,217 | 31,680 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $272,588 | 7,593 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,130,865 | 29,925 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,204,518 | 29,566 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,249,494 | 29,828 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,353,142 | 31,301 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,172,048 | 31,288 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,637,366 | 36,129 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,619,658 | 34,005 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,938,830 | 33,567 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,617,697 | 33,465 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,532,109 | 34,577 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,509,074 | 34,501 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,429,188 | 33,851 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,206,291 | 33,733 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,463,397 | 40,325 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,491,838 | 40,528 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||