Position in EXC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$398,834
-$8,620 QoQ
Shares Held
8,555
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#721
of 1,279 holders
Holding Since
Dec 2025
3 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, 2026BIRCH FINANCIAL GROUP, LLC holds $4,768,139 across 8 Utilities - Regulated Electric names. EXC ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,108 | $1,150,489 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
9,704 | $1,133,136 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,442 | $744,520 | |
| 4 | DUK |
Duke Energy CORP
|
3,260 | $412,650 | |
| 5 | EXC |
Exelon Corp
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|
8,555 | $398,834 | |
| 6 | XEL |
Xcel Energy Inc
|
4,727 | $379,578 | |
| 7 | CNP |
Centerpoint Energy Inc
|
7,133 | $314,137 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
2,893 | $234,795 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,834 | 8,555 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $407,454 | 8,312 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $311,363 | 7,143 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||