Position in EXC
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,025,173
-$52,678 QoQ
Shares Held
21,990
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
#512
of 1,276 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, 2026KERR FINANCIAL PLANNING Corp holds $1,312,680 across 8 Utilities - Regulated Electric names. EXC ranks #1 (78.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
This page
|
21,990 | $1,025,173 | |
| 2 | NEE |
Nextera Energy Inc
|
943 | $82,767 | |
| 3 | D |
Dominion Energy, Inc
|
954 | $65,148 | |
| 4 | SO |
Southern Co
|
500 | $47,855 | |
| 5 | PCG |
PG&E Corp
|
2,011 | $33,825 | |
| 6 | DUK |
Duke Energy CORP
|
223 | $28,227 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
150 | $17,515 | |
| 8 | FE |
Firstenergy Corp
|
256 | $12,170 |
All Filings in EXC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,025,173 | 21,990 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,077,851 | 21,988 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,928 | 136 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,076 | 135 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||