Position in EXC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$592,446
-$74,618 QoQ
Shares Held
12,708
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#613
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)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lakeside Advisors, INC. holds $592,446 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
|
12,708 | $592,446 |
All Filings in EXC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,446 | 12,708 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $667,064 | 13,608 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $604,070 | 13,858 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $630,500 | 14,008 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $658,160 | 15,158 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $707,696 | 15,358 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $611,951 | 16,258 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $663,316 | 16,358 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $566,150 | 16,358 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $640,869 | 17,058 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $619,562 | 17,258 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $652,179 | 17,258 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $711,238 | 17,458 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $750,166 | 17,908 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $774,162 | 17,908 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $670,833 | 17,908 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $816,122 | 18,008 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $869,390 | 18,253 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,054,293 | 18,253 | Shares | Sole | 2022-03-08 | |
| No filing history on record for this holder in this stock. | ||||||