Position in EXC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$256,549
-$17,325 QoQ
Shares Held
5,503
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#865
of 1,279 holders
Holding Since
Dec 2020
21 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, 2026Phoenix Wealth Advisors holds $5,526,185 across 7 Utilities - Regulated Electric names. EXC ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,075 | $1,937,522 | |
| 2 | ETR |
Entergy Corp /De/
|
16,007 | $1,838,564 | |
| 3 | D |
Dominion Energy, Inc
|
8,459 | $577,665 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,664 | $364,461 | |
| 5 | DUK |
Duke Energy CORP
|
2,340 | $296,197 | |
| 6 | EXC |
Exelon Corp
This page
|
5,503 | $256,549 | |
| 7 | EVRG |
Evergy, Inc.
|
2,953 | $255,227 |
All Filings in EXC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,549 | 5,503 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $273,874 | 5,587 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $251,645 | 5,773 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $262,858 | 5,840 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $248,449 | 5,722 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $261,319 | 5,671 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $213,494 | 5,672 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $238,839 | 5,890 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $207,798 | 6,004 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $219,634 | 5,846 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $215,902 | 6,014 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $227,798 | 6,028 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $245,010 | 6,014 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $254,607 | 6,078 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $233,225 | 5,395 | Shares | Sole | 2023-02-06 | |
| 2022-06-30 | $233,669 | 5,156 | Shares | Sole | 2022-08-01 | |
| 2021-12-31 | $257,609 | 4,460 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $264,951 | 5,481 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $241,401 | 5,448 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $216,600 | 4,952 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $160,098 | 3,792 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||