Position in EXC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$298,880
-$17,740 QoQ
Shares Held
6,411
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#806
of 1,277 holders
Holding Since
Dec 2021
6 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, 2026Thrive Wealth Management, LLC holds $4,452,121 across 9 Utilities - Regulated Electric names. EXC ranks #8 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,349 | $803,656 | |
| 2 | LNT |
Alliant Energy Corp
|
7,792 | $594,451 | |
| 3 | ETR |
Entergy Corp /De/
|
5,067 | $581,995 | |
| 4 | NEE |
Nextera Energy Inc
|
6,123 | $537,415 | |
| 5 | SO |
Southern Co
|
5,497 | $526,117 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,326 | $505,147 | |
| 7 | PPL |
PPL Corp
|
9,386 | $341,181 | |
| 8 | EXC |
Exelon Corp
This page
|
6,411 | $298,880 |
All Filings in EXC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,880 | 6,411 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $316,620 | 6,459 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $276,709 | 6,348 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $206,550 | 4,589 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $209,249 | 4,541 | Shares | Sole | 2025-04-10 | |
| 2021-12-31 | $239,126 | 4,140 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||