Position in EXC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,456,175
-$95,062 QoQ
Shares Held
31,235
-1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#444
of 1,276 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, 2026FOSTER & MOTLEY INC holds $8,626,827 across 9 Utilities - Regulated Electric names. EXC ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
42,686 | $3,177,972 | |
| 2 | EXC |
Exelon Corp
This page
|
31,235 | $1,456,175 | |
| 3 | ETR |
Entergy Corp /De/
|
11,497 | $1,320,545 | |
| 4 | CMS |
Cms Energy Corp
|
8,029 | $614,218 | |
| 5 | OGE |
Oge Energy Corp.
|
11,221 | $546,013 | |
| 6 | DUK |
Duke Energy CORP
|
3,405 | $431,004 | |
| 7 | ED |
Consolidated Edison Inc
|
3,779 | $418,070 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,838 | $388,266 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,456,175 | 31,235 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,551,237 | 31,645 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,385,944 | 31,795 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,434,873 | 31,879 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,433,554 | 33,016 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,531,883 | 33,244 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,334,413 | 35,452 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,461,300 | 36,037 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,296,975 | 37,474 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,546,869 | 41,173 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,708,516 | 47,591 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,957,333 | 51,795 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,237,440 | 54,920 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,450,271 | 58,493 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,677,795 | 61,943 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,082,958 | 82,300 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,790,156 | 83,631 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,186,962 | 87,906 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $4,958,812 | 85,852 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $4,276,976 | 88,477 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,091,193 | 92,331 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $4,220,299 | 96,486 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,350,387 | 103,041 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,332,293 | 93,185 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $3,307,005 | 91,127 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,778,424 | 75,480 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||