Position in EXC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$214,451
-$10,942 QoQ
Shares Held
4,600
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#923
of 1,276 holders
Holding Since
Mar 2023
13 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, 2026Strategic Investment Solutions, Inc. /IL holds $1,303,806 across 14 Utilities - Regulated Electric names. EXC ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,921 | $243,157 | |
| 2 | EXC |
Exelon Corp
This page
|
4,600 | $214,451 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,512 | $176,554 | |
| 4 | ED |
Consolidated Edison Inc
|
1,240 | $137,181 | |
| 5 | NEE |
Nextera Energy Inc
|
1,372 | $120,419 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
1,316 | $106,806 | |
| 7 | AEE |
Ameren Corp
|
772 | $87,266 | |
| 8 | SO |
Southern Co
|
888 | $84,989 |
All Filings in EXC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,451 | 4,600 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $225,393 | 4,598 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $200,382 | 4,597 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $181,255 | 4,027 | Shares | Sole | 2025-12-03 | |
| 2025-06-30 | $222,829 | 5,132 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $235,928 | 5,120 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $47,914 | 1,273 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $53,282 | 1,314 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $52,052 | 1,504 | Shares | Sole | 2024-08-30 | |
| 2023-12-31 | $49,541 | 1,380 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $252,885 | 6,693 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,629 | 310 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $64,844 | 1,548 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||