Position in EXC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$824,801
-$77,216 QoQ
Shares Held
17,692
-3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#549
of 1,279 holders
Holding Since
Dec 2022
14 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, 2026WORLD EQUITY GROUP, INC. holds $2,981,937 across 5 Utilities - Regulated Electric names. EXC ranks #1 (27.7% of the industry book) .
All Filings in EXC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,801 | 17,692 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $902,017 | 18,401 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $802,056 | 18,400 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $785,379 | 17,449 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $757,722 | 17,451 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,177,297 | 25,549 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $649,365 | 17,252 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $630,552 | 15,550 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $466,508 | 13,479 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $507,833 | 13,517 | Shares | Sole | 2024-07-18 | |
| 2023-12-31 | $490,286 | 13,657 | Shares | Sole | 2024-07-22 | |
| 2023-09-30 | $516,022 | 13,655 | Shares | Sole | 2024-07-22 | |
| 2023-06-30 | $554,919 | 13,621 | Shares | Sole | 2024-08-26 | |
| 2022-12-31 | $556,024 | 12,862 | Shares | Sole | 2024-09-06 | |
| No filing history on record for this holder in this stock. | ||||||