Position in EXC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,755
-$196 QoQ
Shares Held
102
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,208
of 1,276 holders
Holding Since
Mar 2026
2 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, 2026Rachor Investment Advisory Services, LLC holds $273,594 across 10 Utilities - Regulated Electric names. EXC ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,659 | $145,610 | |
| 2 | ED |
Consolidated Edison Inc
|
767 | $84,853 | |
| 3 | DUK |
Duke Energy CORP
|
87 | $11,012 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
93 | $7,547 | |
| 5 | DTE |
Dte Energy Co
|
45 | $6,856 | |
| 6 | EXC |
Exelon Corp
This page
|
102 | $4,755 | |
| 7 | PPL |
PPL Corp
|
102 | $3,707 | |
| 8 | AEP |
American Electric Power Co Inc
|
25 | $3,420 |
All Filings in EXC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,755 | 102 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,951 | 101 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||