Position in EXC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$468,857
-$21,931 QoQ
Shares Held
10,057
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#682
of 1,277 holders
Holding Since
Mar 2020
26 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, 2026Lantz Financial LLC holds $13,145,695 across 10 Utilities - Regulated Electric names. EXC ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
33,998 | $3,253,948 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
26,829 | $3,132,822 | |
| 3 | ETR |
Entergy Corp /De/
|
20,920 | $2,402,871 | |
| 4 | NEE |
Nextera Energy Inc
|
14,724 | $1,292,325 | |
| 5 | DUK |
Duke Energy CORP
|
7,442 | $942,008 | |
| 6 | NGG |
National Grid PLC
|
6,896 | $571,471 | |
| 7 | FE |
Firstenergy Corp
|
11,132 | $529,215 | |
| 8 | EXC |
Exelon Corp
This page
|
10,057 | $468,857 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,857 | 10,057 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $490,788 | 10,012 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $433,938 | 9,955 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $448,974 | 9,975 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $388,131 | 8,939 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $402,048 | 8,725 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $330,403 | 8,778 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $352,987 | 8,705 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $298,372 | 8,621 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $473,832 | 12,612 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $465,766 | 12,974 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $438,817 | 11,612 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $481,506 | 11,819 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $494,637 | 11,808 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $520,748 | 12,046 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $436,259 | 11,646 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $503,233 | 11,104 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $500,305 | 10,504 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $595,159 | 10,304 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $490,070 | 10,138 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $418,198 | 9,438 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $412,818 | 9,438 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $398,472 | 9,438 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $361,962 | 10,122 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $364,279 | 10,038 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $369,499 | 10,038 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||