Position in EXC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,055
-$209 QoQ
Shares Held
87
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,218
of 1,279 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Derivatives in EXC
reported options exposure · as of Dec 31, 2022CallValue
$3,761
CallShares
87
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Paladin Advisory Group, LLC holds $50,257 across 4 Utilities - Regulated Electric names. EXC ranks #4 (8.1% of the industry book) .
All Filings in EXC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,055 | 87 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $4,264 | 87 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $3,792 | 87 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $3,915 | 87 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $3,777 | 87 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $4,008 | 87 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $3,274 | 87 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $3,527 | 87 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $3,011 | 87 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $3,268 | 87 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $3,123 | 87 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $3,287 | 87 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $3,544 | 87 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $3,644 | 87 | Shares | Other | 2023-04-21 | |
| 2022-12-31 | $3,761 | 87 | Call | Other | 2023-01-11 | |
| 2022-09-30 | $3,259 | 87 | Call | Other | 2022-10-07 | |
| 2022-06-30 | $3,942 | 87 | Call | Other | 2022-07-06 | |
| 2022-03-31 | $4,143 | 87 | Shares | Other | 2022-04-15 | |
| 2021-12-31 | $5,025 | 87 | Call | Other | 2022-01-11 | |
| No filing history on record for this holder in this stock. | ||||||