Position in EXC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$279,113
-$13,487 QoQ
Shares Held
5,987
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#830
of 1,277 holders
Holding Since
Dec 2021
9 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, 2026Bill Few Associates, Inc. holds $8,455,386 across 9 Utilities - Regulated Electric names. EXC ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
75,728 | $5,171,465 | |
| 2 | DUK |
Duke Energy CORP
|
5,657 | $716,063 | |
| 3 | NEE |
Nextera Energy Inc
|
6,626 | $581,564 | |
| 4 | SO |
Southern Co
|
5,925 | $567,081 | |
| 5 | PPL |
PPL Corp
|
13,353 | $485,381 | |
| 6 | EXC |
Exelon Corp
This page
|
5,987 | $279,113 | |
| 7 | ED |
Consolidated Edison Inc
|
2,022 | $223,693 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,598 | $218,622 |
All Filings in EXC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,113 | 5,987 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $292,600 | 5,969 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $259,404 | 5,951 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $267,179 | 5,936 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $237,377 | 5,467 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $251,596 | 5,460 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $206,196 | 5,085 | Shares | Sole | 2024-10-15 | |
| 2024-03-31 | $201,600 | 5,366 | Shares | Sole | 2024-04-18 | |
| 2021-12-31 | $202,102 | 3,499 | Shares | Sole | 2022-03-04 | |
| No filing history on record for this holder in this stock. | ||||||