Position in EXC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,890
-$100 QoQ
Shares Held
62
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,228
of 1,279 holders
Holding Since
Jun 2025
5 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, 2026IMG Wealth Management, Inc. holds $274,267 across 19 Utilities - Regulated Electric names. EXC ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,454 | $184,047 | |
| 2 | AEP |
American Electric Power Co Inc
|
102 | $13,954 | |
| 3 | NEE |
Nextera Energy Inc
|
155 | $13,604 | |
| 4 | ETR |
Entergy Corp /De/
|
90 | $10,337 | |
| 5 | D |
Dominion Energy, Inc
|
150 | $10,243 | |
| 6 | SO |
Southern Co
|
105 | $10,049 | |
| 7 | PCG |
PG&E Corp
|
293 | $4,928 | |
| 8 | CMS |
Cms Energy Corp
|
61 | $4,666 |
All Filings in EXC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,890 | 62 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,990 | 61 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,938 | 228 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,262 | 228 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,899 | 228 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||