Position in EXC
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$160,050
-$84,751 QoQ
Shares Held
3,265
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
5 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, 2026Western Wealth Management, LLC holds $14,172,342 across 10 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
38,790 | $3,404,597 | |
| 2 | SO |
Southern Co
|
23,485 | $2,247,748 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,370 | $1,965,959 | |
| 4 | ED |
Consolidated Edison Inc
|
15,139 | $1,674,827 | |
| 5 | XEL |
Xcel Energy Inc
|
18,302 | $1,469,650 | |
| 6 | DUK |
Duke Energy CORP
|
10,480 | $1,326,558 | |
| 7 | EIX |
Edison International
|
11,943 | $889,156 | |
| 8 | ETR |
Entergy Corp /De/
|
5,572 | $639,999 |
All Filings in EXC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $160,050 | 3,265 | Shares | Sole | 2026-05-19 | |
| 2022-09-30 | $244,801 | 6,535 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $291,090 | 6,423 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $291,114 | 6,112 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $272,049 | 4,710 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||