Position in EXC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$279,671
-$12,485 QoQ
Shares Held
5,999
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#829
of 1,279 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Elyxium Wealth, LLC holds $6,295,933 across 7 Utilities - Regulated Electric names. EXC ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,761 | $1,471,112 | |
| 2 | DUK |
Duke Energy CORP
|
11,204 | $1,418,200 | |
| 3 | ED |
Consolidated Edison Inc
|
10,851 | $1,200,444 | |
| 4 | SO |
Southern Co
|
10,861 | $1,039,504 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,663 | $661,267 | |
| 6 | EXC |
Exelon Corp
This page
|
5,999 | $279,671 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,650 | $225,735 |
All Filings in EXC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,671 | 5,999 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $292,156 | 5,960 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $299,374 | 6,868 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $355,667 | 7,902 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $405,237 | 9,333 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $267,539 | 5,806 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||