Position in EXC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$256,643
-$4,339 QoQ
Shares Held
5,505
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#864
of 1,279 holders
Holding Since
Mar 2025
6 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, 2026Northstar Advisory Group, LLC holds $3,128,296 across 7 Utilities - Regulated Electric names. EXC ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
7,659 | $733,042 | |
| 2 | DUK |
Duke Energy CORP
|
4,607 | $583,154 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,405 | $465,838 | |
| 4 | NEE |
Nextera Energy Inc
|
5,102 | $447,802 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,988 | $404,826 | |
| 6 | EXC |
Exelon Corp
This page
|
5,505 | $256,643 | |
| 7 | EVRG |
Evergy, Inc.
|
2,742 | $236,991 |
All Filings in EXC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,643 | 5,505 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $260,982 | 5,324 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $243,886 | 5,595 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $248,410 | 5,519 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $253,355 | 5,835 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $267,955 | 5,815 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||