Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$57,389
-$2,954 QoQ
Shares Held
1,231
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,039
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Manchester Capital Management LLC holds $3,660,129 across 28 Utilities - Regulated Electric names. EXC ranks #13 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,868 | $869,351 | |
| 2 | D |
Dominion Energy, Inc
|
7,773 | $530,818 | |
| 3 | NEE |
Nextera Energy Inc
|
5,794 | $508,539 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,903 | $260,349 | |
| 5 | SO |
Southern Co
|
2,362 | $226,067 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,327 | $188,859 | |
| 7 | ES |
Eversource Energy
|
2,286 | $165,209 | |
| 8 | EIX |
Edison International
|
1,711 | $127,383 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,389 | 1,231 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $60,343 | 1,231 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $54,661 | 1,254 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $99,652 | 2,214 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $93,960 | 2,164 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $89,349 | 1,939 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $40,651 | 1,080 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $42,658 | 1,052 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $36,029 | 1,041 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $19,198 | 511 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,441 | 68 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,078 | 55 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $570 | 14 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $586 | 14 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $605 | 14 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $17,943 | 479 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $21,889 | 483 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $23,005 | 483 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $27,898 | 483 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $23,493 | 486 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $21,224 | 479 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $42,821 | 979 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $40,742 | 965 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $34,508 | 965 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $35,019 | 965 | Shares | Sole | 2020-09-28 | |
| 2020-03-31 | $35,521 | 965 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||