Position in EXC
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$3,332,379
+$318,131 QoQ
Shares Held
67,980
-1.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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 Mar 31, 2026Pekin Hardy Strauss, Inc. holds $7,921,560 across 9 Utilities - Regulated Electric names. EXC ranks #1 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
This page
|
67,980 | $3,332,379 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,949 | $1,173,034 | |
| 3 | NEE |
Nextera Energy Inc
|
11,674 | $1,084,281 | |
| 4 | KEP |
Korea Electric Power Corp
|
41,000 | $584,250 | |
| 5 | HE |
Hawaiian Electric Industries Inc
|
38,500 | $571,340 | |
| 6 | SO |
Southern Co
|
4,080 | $393,801 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,701 | $312,694 | |
| 8 | ETR |
Entergy Corp /De/
|
2,380 | $267,416 |
All Filings in EXC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,332,379 | 67,980 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,014,248 | 69,150 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,109,425 | 69,083 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,073,832 | 70,793 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,290,803 | 71,415 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,837,566 | 75,387 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,845,880 | 70,182 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,429,414 | 70,194 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,942,670 | 78,325 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,940,999 | 81,922 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,156,145 | 83,518 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,645,415 | 89,480 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,418,138 | 105,470 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,664,214 | 107,893 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,136,258 | 110,418 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,038,043 | 111,166 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $5,344,705 | 112,213 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,514,521 | 112,786 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,523,035 | 114,254 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,075,984 | 114,556 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,264,270 | 143,216 | Shares | Sole | 2021-05-13 | |
| 2020-06-30 | $6,188,001 | 170,515 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,678,375 | 127,095 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||