Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$211,002
-$28,705 QoQ
Shares Held
4,526
-7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#937
of 1,279 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Keel Point, LLC holds $15,623,364 across 10 Utilities - Regulated Electric names. EXC ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
114,238 | $10,933,718 | |
| 2 | D |
Dominion Energy, Inc
|
14,264 | $974,088 | |
| 3 | NEE |
Nextera Energy Inc
|
10,218 | $896,833 | |
| 4 | ETR |
Entergy Corp /De/
|
7,230 | $830,437 | |
| 5 | DUK |
Duke Energy CORP
|
5,654 | $715,683 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,632 | $496,893 | |
| 7 | ED |
Consolidated Edison Inc
|
2,458 | $271,928 | |
| 8 | EXC |
Exelon Corp
This page
|
4,526 | $211,002 |
All Filings in EXC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,002 | 4,526 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $239,707 | 4,890 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $243,755 | 5,592 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $287,163 | 6,380 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $210,500 | 4,848 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $218,787 | 4,748 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||