Position in EXC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$80,883
+$80,133 QoQ
Shares Held
1,650
-94.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
2 quarters on record
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Global Assets Advisory, LLC holds $1,162,346 across 3 Utilities - Regulated Electric names.
All Filings in EXC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,883 | 1,650 | Shares | Sole | 2026-05-01 | |
| 2024-03-31 | $750 | 27,923 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||