Position in EXC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$159,020
-$7,549 QoQ
Shares Held
3,411
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#978
of 1,279 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $7,243,115 across 21 Utilities - Regulated Electric names. EXC ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
42,320 | $4,941,706 | |
| 2 | NEE |
Nextera Energy Inc
|
5,494 | $482,208 | |
| 3 | EIX |
Edison International
|
5,968 | $444,317 | |
| 4 | SO |
Southern Co
|
2,868 | $274,496 | |
| 5 | XEL |
Xcel Energy Inc
|
2,356 | $189,186 | |
| 6 | LNT |
Alliant Energy Corp
|
2,134 | $162,802 | |
| 7 | EXC |
Exelon Corp
This page
|
3,411 | $159,020 | |
| 8 | DUK |
Duke Energy CORP
|
999 | $126,453 |
All Filings in EXC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,020 | 3,411 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $166,569 | 3,398 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $84,651 | 1,942 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $87,409 | 1,942 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $84,321 | 1,942 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $89,487 | 1,942 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||