Position in EXC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$21,818
+$9,465 QoQ
Shares Held
468
+85.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,122
of 1,279 holders
Holding Since
Dec 2025
3 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, 2026Wilkerson Advisory Group LLC holds $620,520 across 15 Utilities - Regulated Electric names. EXC ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
2,190 | $247,557 | |
| 2 | NEE |
Nextera Energy Inc
|
2,310 | $202,748 | |
| 3 | D |
Dominion Energy, Inc
|
397 | $27,111 | |
| 4 | EXC |
Exelon Corp
This page
|
468 | $21,818 | |
| 5 | ETR |
Entergy Corp /De/
|
173 | $19,870 | |
| 6 | SO |
Southern Co
|
179 | $17,132 | |
| 7 | DUK |
Duke Energy CORP
|
126 | $15,949 | |
| 8 | AEP |
American Electric Power Co Inc
|
112 | $15,322 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,818 | 468 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $12,353 | 252 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,053 | 93 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||