Position in EXC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,883,152
+$337,625 QoQ
Shares Held
38,416
+8.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Leo Wealth, LLC holds $13,544,352 across 13 Utilities - Regulated Electric names. EXC ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
28,694 | $3,757,192 | |
| 2 | ES |
Eversource Energy
|
27,827 | $1,927,854 | |
| 3 | EXC |
Exelon Corp
This page
|
38,416 | $1,883,152 | |
| 4 | AEP |
American Electric Power Co Inc
|
13,017 | $1,706,268 | |
| 5 | FE |
Firstenergy Corp
|
24,620 | $1,247,249 | |
| 6 | SO |
Southern Co
|
10,280 | $992,225 | |
| 7 | DTE |
Dte Energy Co
|
2,751 | $402,251 | |
| 8 | EVRG |
Evergy, Inc.
|
4,900 | $401,408 |
All Filings in EXC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,883,152 | 38,416 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,545,527 | 35,456 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,458,864 | 32,412 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,367,556 | 31,496 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||