Position in EXC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$890,442
-$45,840 QoQ
Shares Held
19,100
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#539
of 1,279 holders
Holding Since
Dec 2022
15 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, 2026PRAXIS INVESTMENT MANAGEMENT INC holds $25,001,013 across 22 Utilities - Regulated Electric names. EXC ranks #9 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
48,316 | $4,240,695 | |
| 2 | DUK |
Duke Energy CORP
|
30,409 | $3,849,171 | |
| 3 | SO |
Southern Co
|
34,801 | $3,330,803 | |
| 4 | AEP |
American Electric Power Co Inc
|
11,980 | $1,638,983 | |
| 5 | ED |
Consolidated Edison Inc
|
10,621 | $1,175,001 | |
| 6 | D |
Dominion Energy, Inc
|
17,170 | $1,172,539 | |
| 7 | EIX |
Edison International
|
14,514 | $1,080,567 | |
| 8 | ETR |
Entergy Corp /De/
|
8,670 | $995,836 |
All Filings in EXC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $890,442 | 19,100 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $936,282 | 19,100 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,210,058 | 27,760 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,249,477 | 27,760 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $1,205,339 | 27,760 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,641,830 | 35,630 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,060,318 | 28,170 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $1,468,315 | 36,210 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,253,228 | 36,210 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $977,195 | 26,010 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $933,759 | 26,010 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $982,917 | 26,010 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,401,863 | 34,410 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,441,434 | 34,410 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $1,487,544 | 34,410 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||