Position in EXC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$17,721,427
+$174,669 QoQ
Shares Held
380,125
+6.2% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#161
of 1,277 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, 2026Wealthfront Advisers LLC holds $293,294,842 across 24 Utilities - Regulated Electric names. EXC ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
204,723 | $22,648,505 | |
| 2 | DUK |
Duke Energy CORP
|
172,567 | $21,843,530 | |
| 3 | D |
Dominion Energy, Inc
|
315,519 | $21,546,792 | |
| 4 | SO |
Southern Co
|
209,303 | $20,032,390 | |
| 5 | NEE |
Nextera Energy Inc
|
220,001 | $19,309,487 | |
| 6 | EXC |
Exelon Corp
This page
|
380,125 | $17,721,427 | |
| 7 | ETR |
Entergy Corp /De/
|
150,534 | $17,290,335 | |
| 8 | AEP |
American Electric Power Co Inc
|
126,353 | $17,286,353 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,721,427 | 380,125 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $17,546,758 | 357,951 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,706,612 | 337,385 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $15,575,935 | 346,055 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $14,138,854 | 325,630 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $13,985,464 | 303,504 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,458,795 | 65,324 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $1,689,272 | 41,659 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,035,704 | 29,925 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,035,654 | 27,566 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $936,379 | 26,083 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,092,545 | 55,373 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,126,546 | 52,198 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,832,771 | 43,752 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,834,248 | 42,430 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,996,575 | 79,994 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,363,877 | 74,225 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $3,909,660 | 82,084 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,431,811 | 59,415 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,054,304 | 42,497 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,483,456 | 33,479 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,453,655 | 33,234 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,411,582 | 33,434 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,056,707 | 29,550 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,174,528 | 32,365 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,093,094 | 56,862 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||