Position in EXC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$514,358
-$28,097 QoQ
Shares Held
11,033
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#653
of 1,277 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, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $6,183,125 across 10 Utilities - Regulated Electric names. EXC ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
25,816 | $2,095,226 | |
| 2 | FE |
Firstenergy Corp
|
14,103 | $670,456 | |
| 3 | EXC |
Exelon Corp
This page
|
11,033 | $514,358 | |
| 4 | PPL |
PPL Corp
|
13,901 | $505,301 | |
| 5 | ED |
Consolidated Edison Inc
|
4,190 | $463,539 | |
| 6 | DUK |
Duke Energy CORP
|
3,617 | $457,839 | |
| 7 | NEE |
Nextera Energy Inc
|
4,956 | $434,988 | |
| 8 | NGG |
National Grid PLC
|
4,445 | $368,357 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,358 | 11,033 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $542,455 | 11,066 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $487,990 | 11,195 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||