Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Position in EXC — Exelon Corp
CIK 1748861
CONCORD, MA
Position in EXC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$495,151
+$8,824 QoQ
Shares Held
10,621
+7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#668
of 1,279 holders
Holding Since
Mar 2020
17 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, 2026Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors holds $17,442,305 across 12 Utilities - Regulated Electric names. EXC ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
34,797 | $3,330,420 | |
| 2 | NEE |
Nextera Energy Inc
|
28,896 | $2,536,201 | |
| 3 | DUK |
Duke Energy CORP
|
18,245 | $2,309,452 | |
| 4 | AEE |
Ameren Corp
|
18,695 | $2,113,282 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
23,862 | $1,936,639 | |
| 6 | AEP |
American Electric Power Co Inc
|
13,898 | $1,901,385 | |
| 7 | NGG |
National Grid PLC
|
12,102 | $1,002,892 | |
| 8 | D |
Dominion Energy, Inc
|
9,833 | $671,495 |
All Filings in EXC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,151 | 10,621 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $486,327 | 9,921 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $437,469 | 10,036 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $483,227 | 10,736 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $431,117 | 9,929 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $397,716 | 8,631 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $245,601 | 6,525 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $236,933 | 5,843 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $207,010 | 5,510 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $209,243 | 5,537 | Shares | Sole | 2023-11-13 | |
| 2022-03-31 | $368,703 | 7,741 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $444,809 | 7,701 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $366,078 | 7,573 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $338,528 | 7,640 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $319,695 | 7,309 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $233,619 | 6,533 | Shares | Sole | 2020-11-25 | |
| 2020-03-31 | $262,566 | 7,133 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||