Position in EXC
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$572,400
-$29,271 QoQ
Shares Held
12,278
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.08%
of 13F equity value
Holder Rank
#623
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, 2026LEGACY SOLUTIONS, LLC holds $875,981 across 2 Utilities - Regulated Electric names. EXC ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
This page
|
12,278 | $572,400 | |
| 2 | AEP |
American Electric Power Co Inc
|
2,219 | $303,581 |
All Filings in EXC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,400 | 12,278 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $601,671 | 12,274 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $537,072 | 12,321 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $554,568 | 12,321 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $534,066 | 12,300 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $567,429 | 12,314 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $465,832 | 12,376 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||