Position in EXC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$263,076
-$13,543 QoQ
Shares Held
5,643
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#850
of 1,277 holders
Holding Since
Jun 2020
25 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, 2026Wealth Management Associates, Inc. holds $4,824,619 across 8 Utilities - Regulated Electric names. EXC ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
24,431 | $1,982,819 | |
| 2 | DUK |
Duke Energy CORP
|
5,933 | $750,999 | |
| 3 | NEE |
Nextera Energy Inc
|
6,075 | $533,202 | |
| 4 | SO |
Southern Co
|
5,423 | $519,035 | |
| 5 | PPL |
PPL Corp
|
9,099 | $330,748 | |
| 6 | EXC |
Exelon Corp
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|
5,643 | $263,076 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,638 | $224,094 | |
| 8 | ETR |
Entergy Corp /De/
|
1,921 | $220,646 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,076 | 5,643 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $276,619 | 5,643 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $245,978 | 5,643 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $282,797 | 6,283 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $274,544 | 6,323 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $312,099 | 6,773 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $271,836 | 7,222 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $294,879 | 7,272 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $251,683 | 7,272 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $273,209 | 7,272 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $271,834 | 7,572 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $339,051 | 8,972 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $365,600 | 8,974 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $384,047 | 9,168 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $433,294 | 10,023 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $522,866 | 13,958 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $410,961 | 9,068 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $406,141 | 8,527 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $497,718 | 8,617 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $433,947 | 8,977 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $498,798 | 11,257 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $327,918 | 7,497 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $298,368 | 7,067 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $250,570 | 7,007 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | $237,409 | 6,542 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||