Position in EXC
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$207,109
-$2,496 QoQ
Shares Held
4,225
-8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Signature Wealth Management Partners, LLC holds $3,874,410 across 3 Utilities - Regulated Electric names.
All Filings in EXC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,109 | 4,225 | Shares | Sole | 2026-04-21 | |
| 2022-06-30 | $209,605 | 4,625 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $220,288 | 4,625 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $267,140 | 4,625 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $223,572 | 4,625 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $204,934 | 4,625 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $220,887 | 5,050 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||