Position in EXC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$411,701
-$20,900 QoQ
Shares Held
8,831
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#714
of 1,279 holders
Holding Since
Jun 2024
9 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, 2026Goldstone Financial Group, LLC holds $1,039,845 across 2 Utilities - Regulated Electric names. EXC ranks #2 (39.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
6,563 | $628,144 | |
| 2 | EXC |
Exelon Corp
This page
|
8,831 | $411,701 |
All Filings in EXC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,701 | 8,831 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $432,601 | 8,825 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $381,194 | 8,745 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $391,632 | 8,701 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $375,539 | 8,649 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $396,610 | 8,607 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $330,780 | 8,788 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $494,304 | 12,190 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $411,236 | 11,882 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||