Position in EXC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$436,455
-$21,832 QoQ
Shares Held
9,362
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#698
of 1,276 holders
Holding Since
Jun 2021
11 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, 2026Onyx Bridge Wealth Group LLC holds $4,246,994 across 6 Utilities - Regulated Electric names. EXC ranks #5 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
15,149 | $1,675,933 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
12,405 | $1,006,789 | |
| 3 | NEE |
Nextera Energy Inc
|
5,296 | $464,829 | |
| 4 | DUK |
Duke Energy CORP
|
3,459 | $437,839 | |
| 5 | EXC |
Exelon Corp
This page
|
9,362 | $436,455 | |
| 6 | FE |
Firstenergy Corp
|
4,736 | $225,149 |
All Filings in EXC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,455 | 9,362 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $458,287 | 9,349 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $408,524 | 9,372 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $421,833 | 9,372 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $403,675 | 9,297 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $428,405 | 9,297 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $349,939 | 9,297 | Shares | Sole | 2025-01-27 | |
| 2022-03-31 | $246,913 | 5,184 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $299,023 | 5,177 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $249,917 | 5,170 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $227,133 | 5,126 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||