Position in EXC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$649,649
-$28,542 QoQ
Shares Held
13,935
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#592
of 1,277 holders
Holding Since
Sep 2021
20 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, 2026Gladstone Institutional Advisory LLC holds $12,814,890 across 16 Utilities - Regulated Electric names. EXC ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,757 | $4,103,861 | |
| 2 | SO |
Southern Co
|
23,803 | $2,278,185 | |
| 3 | LNT |
Alliant Energy Corp
|
13,529 | $1,032,127 | |
| 4 | DUK |
Duke Energy CORP
|
5,333 | $675,051 | |
| 5 | EXC |
Exelon Corp
This page
|
13,935 | $649,649 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,478 | $612,635 | |
| 7 | DTE |
Dte Energy Co
|
3,876 | $590,586 | |
| 8 | PPL |
PPL Corp
|
15,423 | $560,626 |
All Filings in EXC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $649,649 | 13,935 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $678,191 | 13,835 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $496,664 | 11,394 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $536,204 | 11,913 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $948,119 | 21,836 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $985,374 | 21,384 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $412,647 | 10,963 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $442,522 | 10,913 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $374,757 | 10,828 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $243,040 | 6,469 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $260,023 | 7,243 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $241,062 | 6,379 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $250,999 | 6,161 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $262,357 | 6,263 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $278,055 | 6,432 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $225,958 | 6,032 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $785,078 | 17,323 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $1,110,255 | 23,310 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $432,969 | 7,496 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $323,926 | 6,701 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||