Position in EXC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,297,246
-$71,604 QoQ
Shares Held
70,726
+2.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#337
of 1,279 holders
Holding Since
Sep 2023
12 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $26,883,033 across 6 Utilities - Regulated Electric names. EXC ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
134,208 | $12,845,047 | |
| 2 | DUK |
Duke Energy CORP
|
54,470 | $6,894,812 | |
| 3 | EXC |
Exelon Corp
This page
|
70,726 | $3,297,246 | |
| 4 | AEP |
American Electric Power Co Inc
|
20,368 | $2,786,546 | |
| 5 | ED |
Consolidated Edison Inc
|
6,510 | $720,201 | |
| 6 | ETR |
Entergy Corp /De/
|
2,953 | $339,181 |
All Filings in EXC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,297,246 | 70,726 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,368,850 | 68,724 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,898,517 | 66,495 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,779,322 | 61,749 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,293,835 | 52,829 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,449,428 | 53,156 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,960,855 | 52,095 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,018,214 | 49,771 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,658,545 | 47,921 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,835,820 | 48,864 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,780,424 | 49,594 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,845,663 | 48,840 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||