Position in EXC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$5,514,493
+$97,538 QoQ
Shares Held
118,286
+7.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#288
of 1,277 holders
Holding Since
Mar 2020
26 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, 2026WASATCH ADVISORS LP holds $10,865,662 across 2 Utilities - Regulated Electric names. EXC ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
This page
|
118,286 | $5,514,493 | |
| 2 | DUK |
Duke Energy CORP
|
42,275 | $5,351,169 |
All Filings in EXC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,514,493 | 118,286 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $5,416,955 | 110,505 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,424,602 | 101,505 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,576,706 | 101,682 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,399,618 | 101,327 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,406,428 | 117,327 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,991,365 | 132,608 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,519,179 | 136,108 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,404,351 | 156,150 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,791,415 | 154,150 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $5,541,165 | 154,350 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,832,886 | 154,350 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,080,445 | 149,250 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,952,150 | 142,090 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,759,190 | 110,090 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,631,372 | 96,940 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,983,174 | 87,890 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,138,570 | 86,890 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,508,343 | 60,740 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,603,899 | 95,240 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,114,189 | 92,850 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,061,260 | 92,850 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,706,786 | 87,797 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,069,377 | 113,797 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $4,307,522 | 118,697 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $4,604,939 | 125,100 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||