Position in EXC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$464,708
-$23,923 QoQ
Shares Held
9,968
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#686
of 1,279 holders
Holding Since
Dec 2023
11 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, 2026Significant Wealth Partners LLC holds $980,521 across 3 Utilities - Regulated Electric names. EXC ranks #1 (47.4% of the industry book) .
All Filings in EXC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,708 | 9,968 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $488,631 | 9,968 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $434,505 | 9,968 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $489,753 | 10,881 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $473,321 | 10,901 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $478,264 | 10,379 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $393,300 | 10,449 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $421,720 | 10,400 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $364,201 | 10,523 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $309,388 | 8,235 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $375,585 | 10,462 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||