Position in EXC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$496,223
-$34,565 QoQ
Shares Held
10,644
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#667
of 1,279 holders
Holding Since
Dec 2024
7 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, 2026Wealthcare Capital Partners, LLC holds $1,093,770 across 3 Utilities - Regulated Electric names. EXC ranks #1 (45.4% of the industry book) .
All Filings in EXC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,223 | 10,644 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $530,788 | 10,828 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $505,164 | 11,589 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $718,719 | 15,968 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $689,292 | 15,875 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $725,990 | 15,755 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $588,388 | 15,632 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||