Position in EXC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$218,741
-$8,956 QoQ
Shares Held
4,692
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#921
of 1,279 holders
Holding Since
Dec 2020
18 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, 2026Wealth Dimensions Group, Ltd. holds $2,997,710 across 4 Utilities - Regulated Electric names. EXC ranks #4 (7.3% of the industry book) .
All Filings in EXC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,741 | 4,692 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $227,697 | 4,645 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $203,260 | 4,663 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $209,791 | 4,661 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $202,293 | 4,659 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $214,594 | 4,657 | Shares | Sole | 2025-05-05 | |
| 2023-09-30 | $204,972 | 5,424 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $220,973 | 5,424 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $227,211 | 5,424 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $234,479 | 5,424 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $203,183 | 5,424 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $245,815 | 5,424 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $258,345 | 5,424 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $313,290 | 5,424 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $262,196 | 5,424 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $240,337 | 5,424 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $237,245 | 5,424 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $229,001 | 5,424 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||