Position in EXC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$301,538
+$2,173 QoQ
Shares Held
6,468
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#799
of 1,276 holders
Holding Since
Dec 2020
23 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, 2026Allegheny Financial Group holds $5,915,234 across 10 Utilities - Regulated Electric names. EXC ranks #8 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,729 | $1,380,534 | |
| 2 | SO |
Southern Co
|
11,942 | $1,142,968 | |
| 3 | PPL |
PPL Corp
|
27,406 | $996,208 | |
| 4 | DUK |
Duke Energy CORP
|
4,048 | $512,395 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,438 | $360,188 | |
| 6 | D |
Dominion Energy, Inc
|
5,169 | $352,991 | |
| 7 | ED |
Consolidated Edison Inc
|
3,189 | $352,799 | |
| 8 | EXC |
Exelon Corp
This page
|
6,468 | $301,538 |
All Filings in EXC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,538 | 6,468 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $299,365 | 6,107 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $265,768 | 6,097 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $302,602 | 6,723 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $350,312 | 8,068 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $363,202 | 7,882 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $458,267 | 12,175 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $493,534 | 12,171 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $404,383 | 11,684 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $404,478 | 10,766 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $413,855 | 11,528 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $435,643 | 11,528 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $349,141 | 8,570 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $394,980 | 9,429 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $454,044 | 10,503 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $413,520 | 11,039 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $561,605 | 12,392 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $584,658 | 12,275 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $719,112 | 12,450 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $383,384 | 7,931 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $351,423 | 7,931 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $346,902 | 7,931 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $334,846 | 7,931 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||