Position in EXC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$6,993
-$360 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,196
of 1,279 holders
Holding Since
Mar 2024
10 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, 2026Carolina Wealth Advisors, LLC holds $149,608 across 8 Utilities - Regulated Electric names. EXC ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
900 | $73,044 | |
| 2 | EVRG |
Evergy, Inc.
|
478 | $41,313 | |
| 3 | SO |
Southern Co
|
81 | $7,752 | |
| 4 | EXC |
Exelon Corp
This page
|
150 | $6,993 | |
| 5 | EIX |
Edison International
|
89 | $6,626 | |
| 6 | DUK |
Duke Energy CORP
|
40 | $5,063 | |
| 7 | D |
Dominion Energy, Inc
|
70 | $4,780 | |
| 8 | NEE |
Nextera Energy Inc
|
46 | $4,037 |
All Filings in EXC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,993 | 150 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $7,353 | 150 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $6,538 | 150 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,751 | 150 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $6,513 | 150 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,912 | 150 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,646 | 150 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $6,082 | 150 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,191 | 150 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,635 | 150 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||