Position in EXC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,143,821
-$64,816 QoQ
Shares Held
24,535
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#494
of 1,279 holders
Holding Since
Mar 2024
10 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, 2026AVISO WEALTH MANAGEMENT holds $3,885,891 across 3 Utilities - Regulated Electric names. EXC ranks #2 (29.4% of the industry book) .
All Filings in EXC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,143,821 | 24,535 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,208,637 | 24,656 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,074,406 | 24,648 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,170,755 | 26,011 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,159,878 | 26,713 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,190,476 | 25,835 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,000,320 | 26,576 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,082,766 | 26,702 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $320,800 | 9,269 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $244,167 | 6,499 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||