Position in EXC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$651,607
-$30,310 QoQ
Shares Held
13,977
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#592
of 1,279 holders
Holding Since
Mar 2025
6 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, 2026PTM WEALTH MANAGEMENT, LLC holds $651,607 across 1 Utilities - Regulated Electric name. EXC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
This page
|
13,977 | $651,607 |
All Filings in EXC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $651,607 | 13,977 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $681,917 | 13,911 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $601,367 | 13,796 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $615,331 | 13,671 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $588,167 | 13,546 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $618,485 | 13,422 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||