Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$288,624
-$14,858 QoQ
Shares Held
6,191
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#818
of 1,279 holders
Holding Since
Mar 2024
10 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, 2026Plotkin Financial Advisors, LLC holds $1,003,220 across 3 Utilities - Regulated Electric names. EXC ranks #2 (28.8% of the industry book) .
All Filings in EXC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,624 | 6,191 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $303,482 | 6,191 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $269,865 | 6,191 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $278,656 | 6,191 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $268,813 | 6,191 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $285,281 | 6,191 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $233,029 | 6,191 | Shares | Sole | 2025-03-06 | |
| 2024-09-30 | $251,045 | 6,191 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $214,270 | 6,191 | Shares | Sole | 2024-11-15 | |
| 2024-03-31 | $232,595 | 6,191 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||