Position in EXC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$434,684
+$62,427 QoQ
Shares Held
9,324
+22.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#702
of 1,279 holders
Holding Since
Mar 2020
22 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, 2026Total Clarity Wealth Management, Inc. holds $3,550,050 across 7 Utilities - Regulated Electric names. EXC ranks #4 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
17,190 | $1,173,905 | |
| 2 | NEE |
Nextera Energy Inc
|
6,485 | $569,188 | |
| 3 | LNT |
Alliant Energy Corp
|
6,812 | $519,687 | |
| 4 | EXC |
Exelon Corp
This page
|
9,324 | $434,684 | |
| 5 | SO |
Southern Co
|
3,351 | $320,724 | |
| 6 | DUK |
Duke Energy CORP
|
2,330 | $294,931 | |
| 7 | AEE |
Ameren Corp
|
2,096 | $236,931 |
All Filings in EXC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,684 | 9,324 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $372,257 | 7,594 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $480,100 | 11,014 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $643,417 | 14,295 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $604,666 | 13,926 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $441,492 | 9,581 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $360,628 | 9,581 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $262,358 | 6,470 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $230,121 | 6,649 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $254,311 | 6,769 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $246,812 | 6,875 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $230,745 | 6,106 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $250,551 | 6,150 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $255,989 | 6,111 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $391,188 | 9,049 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $338,825 | 9,045 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $306,091 | 6,754 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $317,358 | 6,663 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $389,071 | 6,736 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $157,104 | 3,250 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $190,269 | 4,350 | Shares | Sole | 2021-05-05 | |
| 2020-03-31 | $199,694 | 5,425 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||