Position in EXC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,043,308
-$108,612 QoQ
Shares Held
22,379
-4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#512
of 1,279 holders
Holding Since
Dec 2022
15 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, 2026Etesian Wealth Advisors, Inc. holds $1,280,199 across 2 Utilities - Regulated Electric names. EXC ranks #1 (81.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
This page
|
22,379 | $1,043,308 | |
| 2 | NEE |
Nextera Energy Inc
|
2,699 | $236,891 |
All Filings in EXC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,043,308 | 22,379 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,151,920 | 23,499 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,230,066 | 28,219 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,335,176 | 29,664 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,429,082 | 32,913 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,636,945 | 35,524 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,387,673 | 36,867 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,569,447 | 38,704 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,392,567 | 40,236 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,537,138 | 40,914 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,418,014 | 39,499 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,533,933 | 40,591 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $1,690,547 | 41,496 | Shares | Sole | 2024-01-16 | |
| 2023-03-31 | $1,714,934 | 40,939 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $1,759,201 | 40,694 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||