Position in EXC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$516,456
-$16,881 QoQ
Shares Held
11,078
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#653
of 1,279 holders
Holding Since
Mar 2023
12 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, 2026Rothschild Wealth LLC holds $5,354,559 across 11 Utilities - Regulated Electric names. EXC ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
15,276 | $1,137,298 | |
| 2 | PCG |
PG&E Corp
|
53,513 | $900,088 | |
| 3 | ES |
Eversource Energy
|
8,512 | $615,162 | |
| 4 | EXC |
Exelon Corp
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|
11,078 | $516,456 | |
| 5 | DUK |
Duke Energy CORP
|
3,865 | $489,231 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,795 | $326,372 | |
| 7 | NEE |
Nextera Energy Inc
|
3,604 | $316,323 | |
| 8 | DTE |
Dte Energy Co
|
2,013 | $306,720 |
All Filings in EXC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,456 | 11,078 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $533,337 | 10,880 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $415,979 | 9,543 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $425,704 | 9,458 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $408,408 | 9,406 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $425,548 | 9,235 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $351,181 | 9,330 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $461,215 | 11,374 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $391,127 | 11,301 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $297,404 | 7,916 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $273,283 | 6,708 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $426,900 | 10,191 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||