Position in EXC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$26,293
-$1,109 QoQ
Shares Held
564
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,101
of 1,279 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $687,873 across 15 Utilities - Regulated Electric names. EXC ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
1,381 | $210,422 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
1,338 | $156,238 | |
| 3 | NEE |
Nextera Energy Inc
|
1,426 | $125,160 | |
| 4 | XEL |
Xcel Energy Inc
|
767 | $61,590 | |
| 5 | EXC |
Exelon Corp
This page
|
564 | $26,293 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
209 | $16,962 | |
| 7 | CNP |
Centerpoint Energy Inc
|
382 | $16,823 | |
| 8 | AEP |
American Electric Power Co Inc
|
119 | $16,280 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,293 | 564 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $27,402 | 559 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $24,148 | 554 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $24,710 | 549 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $23,620 | 544 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $24,837 | 539 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $20,099 | 534 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $21,450 | 529 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $18,135 | 524 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $19,461 | 518 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $18,416 | 513 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $19,197 | 508 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $20,532 | 504 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $20,903 | 499 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $21,398 | 495 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $18,392 | 491 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $22,070 | 487 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $23,052 | 484 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $27,724 | 480 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $23,058 | 477 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $20,958 | 473 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $469 | 20,535 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $19,632 | 465 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $16,485 | 461 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $16,548 | 456 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $16,638 | 452 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||