Position in EXC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$30,536
+$2,693 QoQ
Shares Held
655
+15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,091
of 1,279 holders
Holding Since
Jun 2025
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, 2026Physician Wealth Advisors, Inc. holds $1,950,998 across 34 Utilities - Regulated Electric names. EXC ranks #11 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
3,470 | $392,248 | |
| 2 | NWE |
NorthWestern Energy Group, Inc.
|
4,325 | $309,756 | |
| 3 | D |
Dominion Energy, Inc
|
3,804 | $259,775 | |
| 4 | DUK |
Duke Energy CORP
|
1,995 | $252,527 | |
| 5 | ED |
Consolidated Edison Inc
|
1,350 | $149,350 | |
| 6 | SO |
Southern Co
|
982 | $93,987 | |
| 7 | NEE |
Nextera Energy Inc
|
719 | $63,106 | |
| 8 | CMS |
Cms Energy Corp
|
574 | $43,911 |
All Filings in EXC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,536 | 655 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $27,843 | 568 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $22,274 | 511 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $22,414 | 498 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,640 | 199 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||