Position in EXC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$273,426
-$13,733 QoQ
Shares Held
5,865
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#838
of 1,279 holders
Holding Since
Sep 2024
7 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, 2026EAGLE WEALTH STRATEGIES LLC holds $1,826,068 across 4 Utilities - Regulated Electric names. EXC ranks #3 (15.0% of the industry book) .
All Filings in EXC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,426 | 5,865 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $287,159 | 5,858 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $261,714 | 6,004 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $269,834 | 5,995 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $218,055 | 5,022 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $228,833 | 4,966 | Shares | Sole | 2025-04-14 | |
| 2024-09-30 | $207,048 | 5,106 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||