Position in EXC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$62,330
-$3,209 QoQ
Shares Held
1,337
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,034
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PITTENGER & ANDERSON INC holds $16,488,491 across 15 Utilities - Regulated Electric names. EXC ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
45,280 | $6,194,756 | |
| 2 | NGG |
National Grid PLC
|
57,145 | $4,735,606 | |
| 3 | NEE |
Nextera Energy Inc
|
32,995 | $2,895,971 | |
| 4 | DUK |
Duke Energy CORP
|
8,025 | $1,015,804 | |
| 5 | D |
Dominion Energy, Inc
|
14,535 | $992,595 | |
| 6 | LNT |
Alliant Energy Corp
|
4,153 | $316,832 | |
| 7 | AEE |
Ameren Corp
|
868 | $98,118 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,026 | $83,270 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,330 | 1,337 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $65,539 | 1,337 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $58,279 | 1,337 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $60,178 | 1,337 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $36,907 | 850 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $39,168 | 850 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $31,994 | 850 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $34,467 | 850 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $29,418 | 850 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $31,934 | 850 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $30,515 | 850 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $32,121 | 850 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $34,629 | 850 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $35,606 | 850 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $36,745 | 850 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $31,841 | 850 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $38,522 | 850 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $30,483 | 640 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $36,966 | 640 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $30,937 | 640 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $28,358 | 640 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $27,993 | 640 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $27,020 | 640 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $22,886 | 640 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $23,225 | 640 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $23,558 | 640 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||