Position in EXC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$300,699
-$15,480 QoQ
Shares Held
6,450
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#803
of 1,279 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Baldwin Investment Management, LLC holds $10,109,418 across 5 Utilities - Regulated Electric names. EXC ranks #4 (3.0% of the industry book) .
All Filings in EXC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,699 | 6,450 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $316,179 | 6,450 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $281,155 | 6,450 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $290,314 | 6,450 | Shares | Sole | 2025-11-10 | |
| 2024-09-30 | $200,722 | 4,950 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||