Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$869,229
+$184,665 QoQ
Shares Held
18,645
+33.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#544
of 1,279 holders
Holding Since
Dec 2021
18 quarters on record
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $22,355,033 across 16 Utilities - Regulated Electric names. EXC ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
47,891 | $4,203,393 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
33,072 | $3,861,817 | |
| 3 | DUK |
Duke Energy CORP
|
21,860 | $2,767,038 | |
| 4 | SO |
Southern Co
|
26,269 | $2,514,205 | |
| 5 | AEP |
American Electric Power Co Inc
|
13,010 | $1,779,898 | |
| 6 | ED |
Consolidated Edison Inc
|
14,321 | $1,584,332 | |
| 7 | D |
Dominion Energy, Inc
|
20,187 | $1,378,570 | |
| 8 | EXC |
Exelon Corp
This page
|
18,645 | $869,229 |
All Filings in EXC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $869,229 | 18,645 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $684,564 | 13,965 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $642,124 | 14,731 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $502,851 | 11,172 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $140,203 | 3,229 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $798,750 | 17,334 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $652,451 | 17,334 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $361,543 | 8,916 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $594,149 | 17,167 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $653,417 | 17,392 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $636,308 | 16,838 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $408,255 | 10,021 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $681,508 | 16,269 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $392,355 | 9,076 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $301,777 | 8,056 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $387,712 | 8,555 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $411,523 | 8,640 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $532,778 | 9,224 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||