Position in EXC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$347,738
+$37,491 QoQ
Shares Held
7,459
+17.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#764
of 1,279 holders
Holding Since
Jun 2025
5 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, 2026Riverbend Wealth Management, LLC holds $1,526,166 across 5 Utilities - Regulated Electric names. EXC ranks #2 (22.8% of the industry book) .
All Filings in EXC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,738 | 7,459 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $310,247 | 6,329 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $252,691 | 5,797 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $224,419 | 4,986 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $201,121 | 4,632 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||