Position in EXC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$432,772
-$18,652 QoQ
Shares Held
9,283
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#703
of 1,277 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UNIVEST FINANCIAL Corp holds $36,766,118 across 11 Utilities - Regulated Electric names. EXC ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
344,774 | $30,260,813 | |
| 2 | ETR |
Entergy Corp /De/
|
14,548 | $1,670,983 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
13,746 | $1,605,119 | |
| 4 | PPL |
PPL Corp
|
19,529 | $709,878 | |
| 5 | DUK |
Duke Energy CORP
|
4,678 | $592,141 | |
| 6 | SO |
Southern Co
|
6,174 | $590,913 | |
| 7 | EXC |
Exelon Corp
This page
|
9,283 | $432,772 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
3,099 | $251,514 |
All Filings in EXC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,772 | 9,283 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $451,424 | 9,209 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $211,193 | 4,845 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $218,073 | 4,845 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $210,369 | 4,845 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $423,935 | 9,200 | Shares | Other | 2025-05-08 | |
| 2024-06-30 | $254,210 | 7,345 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $275,951 | 7,345 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $264,762 | 7,375 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $264,567 | 7,001 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $283,998 | 6,971 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $292,015 | 6,971 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $301,356 | 6,971 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $261,133 | 6,971 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $315,925 | 6,971 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $334,600 | 7,025 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $402,644 | 6,971 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $336,977 | 6,971 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $308,885 | 6,971 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $304,911 | 6,971 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $294,314 | 6,971 | Shares | Other | 2021-01-19 | |
| 2020-09-30 | $249,281 | 6,971 | Shares | Other | 2020-10-13 | |
| 2020-06-30 | $252,977 | 6,971 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $260,136 | 7,067 | Shares | Other | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||