Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$206,153
-$10,515 QoQ
Shares Held
4,422
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#946
of 1,279 holders
Holding Since
Mar 2021
12 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, 2026PLANNING DIRECTIONS INC holds $503,166 across 2 Utilities - Regulated Electric names. EXC ranks #2 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,384 | $297,013 | |
| 2 | EXC |
Exelon Corp
This page
|
4,422 | $206,153 |
All Filings in EXC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,153 | 4,422 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $216,668 | 4,420 | Shares | Sole | 2026-04-15 | |
| 2025-03-31 | $203,212 | 4,410 | Shares | Sole | 2025-04-30 | |
| 2023-09-30 | $200,967 | 5,318 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $216,207 | 5,307 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $221,891 | 5,297 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $228,557 | 5,287 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $236,207 | 5,212 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $216,478 | 4,545 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $260,670 | 4,513 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $216,708 | 4,483 | Shares | Sole | 2021-11-09 | |
| 2021-03-31 | $202,472 | 4,629 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||