Position in EXC
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$11,002
+$2,473 QoQ
Shares Held
236
+35.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,173
of 1,276 holders
Holding Since
Dec 2023
10 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, 2026Dogwood Wealth Management LLC holds $395,247 across 20 Utilities - Regulated Electric names. EXC ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,475 | $186,705 | |
| 2 | NEE |
Nextera Energy Inc
|
673 | $59,069 | |
| 3 | AEP |
American Electric Power Co Inc
|
268 | $36,665 | |
| 4 | SO |
Southern Co
|
382 | $36,561 | |
| 5 | XEL |
Xcel Energy Inc
|
209 | $16,782 | |
| 6 | D |
Dominion Energy, Inc
|
244 | $16,662 | |
| 7 | EXC |
Exelon Corp
This page
|
236 | $11,002 | |
| 8 | ETR |
Entergy Corp /De/
|
65 | $7,465 |
All Filings in EXC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,002 | 236 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $8,529 | 174 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,753 | 132 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,031 | 134 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,644 | 130 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,751 | 38 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $5 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $4 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $4 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $7 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||