Position in EXC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$203,629
+$2,437 QoQ
Shares Held
4,154
-10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
9 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, 2026Alliance Wealth Advisors, LLC holds $2,872,187 across 7 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
25,428 | $924,307 | |
| 2 | EIX |
Edison International
|
7,249 | $539,688 | |
| 3 | DUK |
Duke Energy CORP
|
2,791 | $353,284 | |
| 4 | D |
Dominion Energy, Inc
|
4,184 | $285,725 | |
| 5 | ETR |
Entergy Corp /De/
|
2,396 | $275,204 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,274 | $265,534 | |
| 7 | ES |
Eversource Energy
|
3,161 | $228,445 |
All Filings in EXC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,629 | 4,154 | Shares | Sole | 2026-05-13 | |
| 2022-12-31 | $201,192 | 4,654 | Shares | Sole | 2023-01-23 | |
| 2022-06-30 | $224,515 | 4,954 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $221,670 | 4,654 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $292,207 | 5,059 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $244,551 | 5,059 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $224,164 | 5,059 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $221,280 | 5,059 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $213,590 | 5,059 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||