Position in EXC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$674,824
+$104,085 QoQ
Shares Held
14,475
+24.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#585
of 1,276 holders
Holding Since
Sep 2024
6 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, 2026ASHTON THOMAS SECURITIES, LLC holds $4,388,771 across 6 Utilities - Regulated Electric names. EXC ranks #3 (15.4% of the industry book) .
All Filings in EXC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,824 | 14,475 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $570,739 | 11,643 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $531,100 | 12,184 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $546,556 | 12,143 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $561,898 | 12,941 | Shares | Sole | 2025-07-21 | |
| 2024-09-30 | $32,318 | 797 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||