Position in EXC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,631,933
+$76,729 QoQ
Shares Held
35,005
-1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#429
of 1,279 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $47,713,981 across 36 Utilities - Regulated Electric names. EXC ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
66,982 | $8,478,581 | |
| 2 | NEE |
Nextera Energy Inc
|
92,001 | $8,074,927 | |
| 3 | AEP |
American Electric Power Co Inc
|
27,690 | $3,788,268 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
31,775 | $3,710,366 | |
| 5 | ETR |
Entergy Corp /De/
|
24,094 | $2,767,436 | |
| 6 | SO |
Southern Co
|
25,025 | $2,392,706 | |
| 7 | EIX |
Edison International
|
31,842 | $2,370,636 | |
| 8 | EXC |
Exelon Corp
This page
|
35,005 | $1,631,933 |
All Filings in EXC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,631,933 | 35,005 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,555,204 | 35,678 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,390,899 | 30,902 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $586,604 | 13,510 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $367,178 | 9,755 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $401,363 | 9,898 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $359,494 | 10,387 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $286,696 | 7,631 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $267,957 | 7,464 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $292,343 | 7,736 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $316,060 | 7,758 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $329,506 | 7,866 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $253,457 | 5,863 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $124,329 | 3,319 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $160,523 | 3,542 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $153,797 | 3,229 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $144,294 | 2,985 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $131,778 | 2,974 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $129,251 | 2,955 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $124,253 | 2,943 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $104,776 | 2,930 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $62,128 | 1,712 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $62,982 | 1,711 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||