Position in EXC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$294,078
-$7,983 QoQ
Shares Held
6,308
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#811
of 1,277 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CRA Financial Services, LLC holds $5,147,447 across 7 Utilities - Regulated Electric names. EXC ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
28,334 | $2,486,875 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
13,158 | $1,067,903 | |
| 3 | DUK |
Duke Energy CORP
|
3,488 | $441,511 | |
| 4 | PPL |
PPL Corp
|
10,566 | $384,074 | |
| 5 | EXC |
Exelon Corp
This page
|
6,308 | $294,078 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,954 | $267,326 | |
| 7 | SO |
Southern Co
|
2,149 | $205,680 |
All Filings in EXC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,078 | 6,308 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $302,061 | 6,162 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $269,386 | 6,180 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $273,885 | 6,085 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $226,391 | 5,214 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $262,287 | 5,692 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $227,834 | 6,053 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $268,927 | 6,632 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $245,627 | 7,097 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $311,718 | 8,297 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $319,833 | 8,909 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $338,560 | 8,959 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $381,489 | 9,364 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $291,344 | 6,955 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $300,664 | 6,955 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $294,435 | 7,860 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $363,013 | 8,010 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $376,753 | 7,910 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $456,881 | 7,910 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $426,116 | 8,815 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $310,392 | 7,005 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $306,398 | 7,005 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $253,530 | 6,005 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||