Position in EXC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$30,722
+$9,938 QoQ
Shares Held
659
+55.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,089
of 1,279 holders
Holding Since
Dec 2024
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, 2026WPG Advisers, LLC holds $549,874 across 25 Utilities - Regulated Electric names. EXC ranks #8 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,046 | $132,402 | |
| 2 | NEE |
Nextera Energy Inc
|
776 | $68,109 | |
| 3 | SO |
Southern Co
|
620 | $59,340 | |
| 4 | AEP |
American Electric Power Co Inc
|
323 | $44,189 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
359 | $38,413 | |
| 6 | DTE |
Dte Energy Co
|
245 | $37,330 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
266 | $31,060 | |
| 8 | EXC |
Exelon Corp
This page
|
659 | $30,722 |
All Filings in EXC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,722 | 659 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $20,784 | 424 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $13,643 | 313 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $10,082 | 224 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $19,906 | 432 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,153 | 562 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||