Position in EXC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,758,786
-$69,463 QoQ
Shares Held
37,726
+1.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#413
of 1,277 holders
Holding Since
Dec 2022
10 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, 2026RIA Advisory Group LLC holds $16,896,837 across 13 Utilities - Regulated Electric names. EXC ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
13,412 | $1,834,895 | |
| 2 | EXC |
Exelon Corp
This page
|
37,726 | $1,758,786 | |
| 3 | XEL |
Xcel Energy Inc
|
18,892 | $1,517,027 | |
| 4 | LNT |
Alliant Energy Corp
|
19,688 | $1,501,997 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
12,963 | $1,387,041 | |
| 6 | DUK |
Duke Energy CORP
|
10,834 | $1,371,367 | |
| 7 | EVRG |
Evergy, Inc.
|
15,735 | $1,359,976 | |
| 8 | CMS |
Cms Energy Corp
|
16,682 | $1,276,173 |
All Filings in EXC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,758,786 | 37,726 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,828,249 | 37,296 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,717,010 | 39,390 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,628,641 | 36,184 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $1,043,816 | 24,040 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $647,239 | 14,046 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $424,842 | 11,287 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $276,104 | 6,809 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $246,910 | 6,572 | Shares | Sole | 2024-05-03 | |
| 2022-12-31 | $451,364 | 10,441 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||