Position in EXC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$307,179
+$54,677 QoQ
Shares Held
6,589
+27.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#795
of 1,279 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Werba Rubin Papier Wealth Management holds $2,040,249 across 7 Utilities - Regulated Electric names. EXC ranks #4 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
3,604 | $493,063 | |
| 2 | DUK |
Duke Energy CORP
|
2,576 | $326,070 | |
| 3 | ED |
Consolidated Edison Inc
|
2,915 | $322,486 | |
| 4 | EXC |
Exelon Corp
This page
|
6,589 | $307,179 | |
| 5 | D |
Dominion Energy, Inc
|
4,344 | $296,651 | |
| 6 | AEE |
Ameren Corp
|
1,910 | $215,906 | |
| 7 | ENIC |
Enel Chile S.A.
|
17,532 | $78,894 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,179 | 6,589 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $252,502 | 5,151 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $274,093 | 6,288 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||