Position in EXC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$24,102
+$8,122 QoQ
Shares Held
517
+58.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,107
of 1,277 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HIGHLINE WEALTH PARTNERS LLC holds $666,726 across 27 Utilities - Regulated Electric names. EXC ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
3,165 | $302,922 | |
| 2 | NEE |
Nextera Energy Inc
|
827 | $72,585 | |
| 3 | EIX |
Edison International
|
479 | $35,661 | |
| 4 | AEE |
Ameren Corp
|
292 | $33,007 | |
| 5 | AEP |
American Electric Power Co Inc
|
237 | $32,423 | |
| 6 | DUK |
Duke Energy CORP
|
232 | $29,366 | |
| 7 | EXC |
Exelon Corp
This page
|
517 | $24,102 | |
| 8 | ES |
Eversource Energy
|
227 | $16,405 |
All Filings in EXC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,102 | 517 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $15,980 | 326 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $13,512 | 310 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $13,953 | 310 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $12,374 | 285 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $11,335 | 246 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,420 | 144 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $4,298 | 106 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,838 | 82 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $3,043 | 81 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $2,872 | 80 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $3,023 | 80 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $3,259 | 80 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $3,351 | 80 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $3,458 | 80 | Shares | Sole | 2024-10-29 | |
| 2022-09-30 | $2,996 | 80 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||