Position in EXC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$484,848
-$2,950 QoQ
Shares Held
10,400
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#676
of 1,279 holders
Holding Since
Sep 2025
4 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, 2026INVESTED ADVISORS holds $573,400 across 2 Utilities - Regulated Electric names. EXC ranks #1 (84.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
This page
|
10,400 | $484,848 | |
| 2 | CIG |
Energy Co Of Minas Gerais
|
42,168 | $88,552 |
All Filings in EXC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,848 | 10,400 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $487,798 | 9,951 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $432,194 | 9,915 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $311,244 | 6,915 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||