Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$50,767
New position
Shares Held
1,089
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,051
of 1,279 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Aberdeen Wealth Management LLC holds $1,519,307 across 13 Utilities - Regulated Electric names. EXC ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
4,563 | $624,261 | |
| 2 | SO |
Southern Co
|
4,155 | $397,673 | |
| 3 | EIX |
Edison International
|
1,563 | $116,362 | |
| 4 | DUK |
Duke Energy CORP
|
725 | $91,770 | |
| 5 | XEL |
Xcel Energy Inc
|
800 | $64,240 | |
| 6 | EXC |
Exelon Corp
This page
|
1,089 | $50,767 | |
| 7 | NEE |
Nextera Energy Inc
|
400 | $35,108 | |
| 8 | AEE |
Ameren Corp
|
309 | $34,929 |
All Filings in EXC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,767 | 1,089 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||