Position in EXC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$499,486
-$39,930 QoQ
Shares Held
10,714
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#664
of 1,279 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ARVEST INVESTMENTS, INC. holds $10,772,220 across 11 Utilities - Regulated Electric names. EXC ranks #10 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
25,102 | $1,814,121 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
18,975 | $1,540,011 | |
| 3 | DTE |
Dte Energy Co
|
9,215 | $1,404,089 | |
| 4 | LNT |
Alliant Energy Corp
|
18,286 | $1,395,038 | |
| 5 | EIX |
Edison International
|
14,547 | $1,083,024 | |
| 6 | FE |
Firstenergy Corp
|
20,122 | $956,599 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
7,250 | $775,750 | |
| 8 | NEE |
Nextera Energy Inc
|
8,391 | $736,478 |
All Filings in EXC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,486 | 10,714 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $539,416 | 11,004 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $491,128 | 11,267 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $543,810 | 12,082 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||