Position in EXC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$17,085,670
-$1,920,511 QoQ
Shares Held
366,488
-5.5% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#170
of 1,279 holders
Holding Since
Jun 2020
25 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, 2026DAVIDSON INVESTMENT ADVISORS holds $18,010,711 across 3 Utilities - Regulated Electric names. EXC ranks #1 (94.9% of the industry book) .
All Filings in EXC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,085,670 | 366,488 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $19,006,181 | 387,723 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $17,545,846 | 402,520 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $17,945,622 | 398,703 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $17,157,847 | 395,160 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $18,025,021 | 391,168 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $14,222,085 | 377,845 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $15,260,140 | 376,329 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,469,394 | 360,283 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $13,412,940 | 357,012 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,413,573 | 345,782 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $12,847,012 | 339,958 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $13,656,048 | 335,200 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $14,012,498 | 334,507 | Shares | Sole | 2023-08-23 | |
| 2022-12-31 | $12,932,340 | 299,152 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $11,041,934 | 294,766 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $9,553,410 | 210,799 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $10,966,569 | 230,245 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $13,089,632 | 226,621 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $10,867,455 | 224,813 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $9,535,482 | 215,199 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $9,668,905 | 221,054 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $9,009,065 | 213,384 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $7,376,531 | 206,279 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $7,860,610 | 216,605 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||