Position in EXC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$32,354
-$1,371 QoQ
Shares Held
694
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,086
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, 2026Advocate Investing Services LLC holds $350,000 across 10 Utilities - Regulated Electric names. EXC ranks #7 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
800 | $70,216 | |
| 2 | SO |
Southern Co
|
529 | $50,630 | |
| 3 | AEP |
American Electric Power Co Inc
|
321 | $43,916 | |
| 4 | XEL |
Xcel Energy Inc
|
520 | $41,756 | |
| 5 | DUK |
Duke Energy CORP
|
311 | $39,366 | |
| 6 | D |
Dominion Energy, Inc
|
500 | $34,145 | |
| 7 | EXC |
Exelon Corp
This page
|
694 | $32,354 | |
| 8 | GNE |
Genie Energy Ltd.
|
1,499 | $21,660 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,354 | 694 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $33,725 | 688 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $29,989 | 688 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||