Position in EXC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$27,692
+$22,300 QoQ
Shares Held
594
+440.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,098
of 1,279 holders
Holding Since
Sep 2025
4 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $1,034,619 across 30 Utilities - Regulated Electric names. EXC ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,934 | $244,805 | |
| 2 | NEE |
Nextera Energy Inc
|
2,263 | $198,623 | |
| 3 | ED |
Consolidated Edison Inc
|
1,072 | $118,595 | |
| 4 | AEE |
Ameren Corp
|
854 | $96,536 | |
| 5 | XEL |
Xcel Energy Inc
|
572 | $45,931 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
344 | $27,919 | |
| 7 | EXC |
Exelon Corp
This page
|
594 | $27,692 | |
| 8 | PPL |
PPL Corp
|
737 | $26,789 |
All Filings in EXC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,692 | 594 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $5,392 | 110 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,576 | 105 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,880 | 64 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||