Position in EXC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,534,589
-$31,019 QoQ
Shares Held
54,367
+3.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#372
of 1,276 holders
Holding Since
Jun 2020
25 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, 2026CLIFTONLARSONALLEN WEALTH ADVISORS, LLC holds $11,668,729 across 7 Utilities - Regulated Electric names. EXC ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,534 | $2,592,199 | |
| 2 | EXC |
Exelon Corp
This page
|
54,367 | $2,534,589 | |
| 3 | DUK |
Duke Energy CORP
|
16,596 | $2,100,721 | |
| 4 | SO |
Southern Co
|
17,842 | $1,707,657 | |
| 5 | XEL |
Xcel Energy Inc
|
18,847 | $1,513,414 | |
| 6 | D |
Dominion Energy, Inc
|
10,203 | $696,762 | |
| 7 | PCG |
PG&E Corp
|
31,117 | $523,387 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,534,589 | 54,367 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,565,608 | 52,338 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,303,557 | 52,846 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,191,446 | 48,688 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,160,969 | 49,769 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,379,755 | 51,644 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,887,231 | 50,139 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,018,214 | 49,771 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,686,718 | 48,735 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,859,715 | 49,500 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,778,127 | 49,530 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,821,478 | 48,200 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,963,668 | 48,200 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,032,083 | 48,510 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,083,686 | 48,200 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,805,572 | 48,200 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,184,424 | 48,200 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $2,295,766 | 48,200 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,786,227 | 48,238 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,333,370 | 48,270 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,136,986 | 48,228 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,119,553 | 48,458 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $2,045,810 | 48,456 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,723,630 | 48,200 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,756,874 | 48,412 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||