Position in EXC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,114,497
+$104,587 QoQ
Shares Held
23,906
+16.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#499
of 1,279 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fifth Third Wealth Advisors LLC holds $29,410,114 across 24 Utilities - Regulated Electric names. EXC ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
79,088 | $6,941,553 | |
| 2 | DUK |
Duke Energy CORP
|
38,670 | $4,894,848 | |
| 3 | SO |
Southern Co
|
38,052 | $3,641,956 | |
| 4 | D |
Dominion Energy, Inc
|
42,257 | $2,885,730 | |
| 5 | AEP |
American Electric Power Co Inc
|
15,897 | $2,174,868 | |
| 6 | ETR |
Entergy Corp /De/
|
10,638 | $1,221,880 | |
| 7 | XEL |
Xcel Energy Inc
|
14,192 | $1,139,617 | |
| 8 | EXC |
Exelon Corp
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|
23,906 | $1,114,497 |
All Filings in EXC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,114,497 | 23,906 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,009,910 | 20,602 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $628,088 | 14,409 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $670,558 | 14,898 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $590,685 | 13,604 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $639,175 | 13,871 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $599,642 | 15,931 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $626,213 | 15,443 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $522,541 | 15,098 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $336,589 | 8,959 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $334,588 | 9,320 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $340,979 | 9,023 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $319,686 | 7,847 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||