Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$205,780
-$10,594 QoQ
Shares Held
4,414
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#947
of 1,279 holders
Holding Since
Sep 2021
8 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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $1,462,187 across 4 Utilities - Regulated Electric names. EXC ranks #3 (14.1% of the industry book) .
All Filings in EXC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,780 | 4,414 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $216,374 | 4,414 | Shares | Sole | 2026-04-13 | |
| 2025-03-31 | $203,397 | 4,414 | Shares | Sole | 2025-04-10 | |
| 2022-12-31 | $214,896 | 4,971 | Shares | Sole | 2023-01-25 | |
| 2022-06-30 | $230,406 | 5,084 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $242,150 | 5,084 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $254,952 | 4,414 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $213,372 | 4,414 | Shares | Sole | 2021-10-07 | |
| No filing history on record for this holder in this stock. | ||||||