Position in EXC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$275,757
+$17,923 QoQ
Shares Held
5,915
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#835
of 1,279 holders
Holding Since
Dec 2025
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, 2026ORBA Wealth Advisors, L.L.C. holds $536,258 across 2 Utilities - Regulated Electric names. EXC ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
This page
|
5,915 | $275,757 | |
| 2 | NEE |
Nextera Energy Inc
|
2,968 | $260,501 |
All Filings in EXC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,757 | 5,915 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $257,834 | 5,915 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||