Position in EXC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$226,852
-$15,355 QoQ
Shares Held
4,866
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#913
of 1,279 holders
Holding Since
Dec 2021
10 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, 2026Eagle Bluffs Wealth Management LLC holds $226,852 across 1 Utilities - Regulated Electric name. EXC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
This page
|
4,866 | $226,852 |
All Filings in EXC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,852 | 4,866 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $242,207 | 4,941 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $204,480 | 4,543 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $208,005 | 4,514 | Shares | Sole | 2025-05-07 | |
| 2023-06-30 | $203,903 | 5,005 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $209,659 | 5,005 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $216,366 | 5,005 | Shares | Sole | 2023-01-25 | |
| 2022-06-30 | $241,691 | 5,333 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $303,498 | 6,372 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $505,746 | 8,756 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||