Position in EXC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$303,962
-$37,462 QoQ
Shares Held
6,520
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#800
of 1,279 holders
Holding Since
Dec 2020
23 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, 2026Acropolis Investment Management, LLC holds $4,235,734 across 7 Utilities - Regulated Electric names. EXC ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
15,380 | $1,766,546 | |
| 2 | AEE |
Ameren Corp
|
11,707 | $1,323,359 | |
| 3 | SO |
Southern Co
|
3,979 | $380,830 | |
| 4 | EXC |
Exelon Corp
This page
|
6,520 | $303,962 | |
| 5 | NEE |
Nextera Energy Inc
|
2,036 | $178,699 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,293 | $176,895 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
903 | $105,443 |
All Filings in EXC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,962 | 6,520 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $341,424 | 6,965 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $201,996 | 4,634 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $217,263 | 4,827 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $210,760 | 4,854 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $226,851 | 4,923 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $193,958 | 5,153 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $225,295 | 5,556 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $201,637 | 5,826 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $240,560 | 6,403 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $296,857 | 8,269 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $553,472 | 14,646 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,036,955 | 25,453 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,038,913 | 24,801 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $985,687 | 22,801 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $804,153 | 21,467 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $963,095 | 21,251 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,015,519 | 21,321 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $1,185,986 | 20,533 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $845,562 | 17,492 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $691,547 | 15,607 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $640,616 | 14,646 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $340,292 | 8,060 | Shares | Sole | 2021-01-13 | |
| No filing history on record for this holder in this stock. | ||||||