Position in EXC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$503,868
+$43,473 QoQ
Shares Held
10,808
+15.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#662
of 1,279 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Resonant Capital Advisors, LLC holds $4,928,652 across 14 Utilities - Regulated Electric names. EXC ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,566 | $927,377 | |
| 2 | EXC |
Exelon Corp
This page
|
10,808 | $503,868 | |
| 3 | DUK |
Duke Energy CORP
|
3,660 | $463,282 | |
| 4 | SO |
Southern Co
|
4,245 | $406,288 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,556 | $349,686 | |
| 6 | D |
Dominion Energy, Inc
|
4,811 | $328,543 | |
| 7 | LNT |
Alliant Energy Corp
|
4,261 | $325,071 | |
| 8 | ETR |
Entergy Corp /De/
|
2,572 | $295,419 |
All Filings in EXC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,868 | 10,808 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $460,395 | 9,392 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $399,938 | 9,175 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $395,682 | 8,791 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $343,365 | 7,908 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $332,697 | 7,220 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $261,710 | 6,953 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $232,108 | 5,724 | Shares | Sole | 2024-10-18 | |
| 2024-03-31 | $220,498 | 5,869 | Shares | Sole | 2024-05-01 | |
| 2023-09-30 | $210,943 | 5,582 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $210,585 | 5,169 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $207,690 | 4,958 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $212,648 | 4,919 | Shares | Sole | 2023-01-23 | |
| 2022-06-30 | $240,694 | 5,311 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $244,246 | 5,128 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $290,937 | 5,037 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $227,391 | 4,704 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $204,092 | 4,606 | Shares | Sole | 2021-07-16 | |
| 2020-12-31 | $200,713 | 4,754 | Shares | Sole | 2021-01-15 | |
| No filing history on record for this holder in this stock. | ||||||