Position in EXC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,201,350
+$404,923 QoQ
Shares Held
25,769
+58.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#487
of 1,279 holders
Holding Since
Dec 2022
15 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, 2026LaSalle St. Investment Advisors, LLC holds $3,002,953 across 8 Utilities - Regulated Electric names. EXC ranks #1 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
This page
|
25,769 | $1,201,350 | |
| 2 | SO |
Southern Co
|
4,087 | $391,166 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
3,209 | $260,442 | |
| 4 | DUK |
Duke Energy CORP
|
1,990 | $251,894 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,749 | $239,280 | |
| 6 | NEE |
Nextera Energy Inc
|
2,546 | $223,462 | |
| 7 | ES |
Eversource Energy
|
3,059 | $221,073 | |
| 8 | PCG |
PG&E Corp
|
12,740 | $214,286 |
All Filings in EXC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,201,350 | 25,769 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $796,427 | 16,247 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $731,745 | 16,787 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $705,531 | 15,675 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $664,369 | 15,301 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $709,171 | 15,390 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $573,332 | 15,232 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $614,048 | 15,143 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $514,685 | 14,871 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $555,998 | 14,799 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,355 | 14,918 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $289,206 | 7,653 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $307,831 | 7,556 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $323,725 | 7,728 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $321,415 | 7,435 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||