Position in EXC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$613,565
-$98,940 QoQ
Shares Held
13,161
-9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#603
of 1,276 holders
Holding Since
Dec 2021
19 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, 2026Cooper Financial Group holds $3,887,595 across 7 Utilities - Regulated Electric names. EXC ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,481 | $1,095,457 | |
| 2 | EXC |
Exelon Corp
This page
|
13,161 | $613,565 | |
| 3 | SO |
Southern Co
|
6,326 | $605,461 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,744 | $512,216 | |
| 5 | DUK |
Duke Energy CORP
|
3,392 | $429,359 | |
| 6 | ED |
Consolidated Edison Inc
|
3,730 | $412,649 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
2,697 | $218,888 |
All Filings in EXC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $613,565 | 13,161 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $712,505 | 14,535 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $625,037 | 14,339 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $666,373 | 14,805 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $679,219 | 15,643 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $757,739 | 16,444 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $561,927 | 14,929 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $617,252 | 15,222 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $615,365 | 17,780 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $510,275 | 13,582 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $409,188 | 11,398 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $511,563 | 13,537 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $547,301 | 13,434 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $508,837 | 12,147 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $437,271 | 10,115 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $333,094 | 8,892 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $290,365 | 6,407 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $300,259 | 6,304 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $200,485 | 3,471 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||