Position in EXC
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$217,995
-$11,222 QoQ
Shares Held
4,676
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#922
of 1,279 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $9,493,814 across 12 Utilities - Regulated Electric names. EXC ranks #12 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
34,673 | $3,043,249 | |
| 2 | ED |
Consolidated Edison Inc
|
19,350 | $2,140,690 | |
| 3 | SO |
Southern Co
|
9,973 | $954,515 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
7,554 | $882,080 | |
| 5 | DUK |
Duke Energy CORP
|
3,274 | $414,422 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,900 | $396,749 | |
| 7 | EIX |
Edison International
|
4,890 | $364,060 | |
| 8 | AEE |
Ameren Corp
|
2,750 | $310,860 |
All Filings in EXC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,995 | 4,676 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $229,217 | 4,676 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $203,826 | 4,676 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $212,717 | 4,726 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $205,637 | 4,736 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $217,774 | 4,726 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $232,067 | 5,723 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $216,891 | 5,773 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $215,615 | 6,006 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $226,966 | 6,006 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $241,262 | 5,922 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $248,072 | 5,922 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $256,008 | 5,922 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $232,252 | 6,200 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $280,984 | 6,200 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $278,397 | 5,845 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $342,228 | 5,925 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $260,214 | 5,383 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $242,952 | 5,483 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $239,826 | 5,483 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $235,714 | 5,583 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||