Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$73,099
-$5,430 QoQ
Shares Held
1,568
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,021
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, 2026Prestige Wealth Management Group LLC holds $4,149,000 across 24 Utilities - Regulated Electric names. EXC ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,028 | $1,406,776 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
16,897 | $1,371,360 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,668 | $501,818 | |
| 4 | ETR |
Entergy Corp /De/
|
1,533 | $176,080 | |
| 5 | PPL |
PPL Corp
|
3,946 | $143,437 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
976 | $113,966 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
1,025 | $109,675 | |
| 8 | EXC |
Exelon Corp
This page
|
1,568 | $73,099 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,099 | 1,568 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $78,529 | 1,602 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $69,830 | 1,602 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $72,105 | 1,602 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $69,557 | 1,602 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $73,819 | 1,602 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $60,298 | 1,602 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $64,960 | 1,602 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $55,444 | 1,602 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $60,186 | 1,602 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $57,942 | 1,614 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $60,993 | 1,614 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $65,754 | 1,614 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $67,609 | 1,614 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $69,211 | 1,601 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $59,973 | 1,601 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $72,557 | 1,601 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $76,254 | 1,601 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $92,473 | 1,601 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $77,391 | 1,601 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $70,939 | 1,601 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $70,027 | 1,601 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $67,593 | 1,601 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $56,965 | 1,593 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $57,810 | 1,593 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $58,638 | 1,593 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||