Position in EXC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$13,986
-$31,259 QoQ
Shares Held
300
-67.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,159
of 1,279 holders
Holding Since
Dec 2020
22 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 Jun 30, 2026ALBION FINANCIAL GROUP /UT holds $24,463,174 across 13 Utilities - Regulated Electric names. EXC ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
64,349 | $7,514,032 | |
| 2 | SO |
Southern Co
|
76,979 | $7,367,660 | |
| 3 | ED |
Consolidated Edison Inc
|
43,825 | $4,848,359 | |
| 4 | AEP |
American Electric Power Co Inc
|
10,215 | $1,397,514 | |
| 5 | EVRG |
Evergy, Inc.
|
13,683 | $1,182,621 | |
| 6 | DUK |
Duke Energy CORP
|
8,048 | $1,018,715 | |
| 7 | NEE |
Nextera Energy Inc
|
11,595 | $1,017,693 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
762 | $61,843 |
All Filings in EXC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,986 | 300 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $45,245 | 923 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $39,231 | 900 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $41,769 | 928 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $26,052 | 600 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $27,648 | 600 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $22,584 | 600 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $24,330 | 600 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $20,766 | 600 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $22,542 | 600 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $21,540 | 600 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $22,674 | 600 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $24,444 | 600 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $25,134 | 600 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $25,938 | 600 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $22,476 | 600 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $27,554 | 608 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $28,959 | 608 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $35,580 | 616 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $29,003 | 600 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $26,586 | 600 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $25,331 | 600 | Shares | Sole | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||