Position in EXC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$801,351
+$40,463 QoQ
Shares Held
17,189
+10.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#552
of 1,277 holders
Holding Since
Jun 2022
13 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, 2026Centennial Wealth Advisory LLC holds $9,904,597 across 12 Utilities - Regulated Electric names. EXC ranks #6 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
7,203 | $1,097,521 | |
| 2 | CMS |
Cms Energy Corp
|
13,320 | $1,018,980 | |
| 3 | AEP |
American Electric Power Co Inc
|
7,151 | $978,328 | |
| 4 | D |
Dominion Energy, Inc
|
12,154 | $829,996 | |
| 5 | ES |
Eversource Energy
|
11,274 | $814,771 | |
| 6 | EXC |
Exelon Corp
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|
17,189 | $801,351 | |
| 7 | LNT |
Alliant Energy Corp
|
10,097 | $770,300 | |
| 8 | OGE |
Oge Energy Corp.
|
15,558 | $757,052 |
All Filings in EXC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $801,351 | 17,189 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $760,888 | 15,522 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $588,334 | 13,497 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $503,751 | 11,192 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $455,085 | 10,481 | Shares | Sole | 2025-07-17 | |
| 2024-03-31 | $314,385 | 8,368 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $300,088 | 8,359 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $310,671 | 8,221 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $344,497 | 8,456 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $360,882 | 8,615 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $361,575 | 8,364 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $268,925 | 7,179 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $229,319 | 5,060 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||