Position in EXC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,972
-$410 QoQ
Shares Held
171
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,192
of 1,279 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $2,199,463 across 25 Utilities - Regulated Electric names. EXC ranks #18 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
5,588 | $534,827 | |
| 2 | XEL |
Xcel Energy Inc
|
3,069 | $246,440 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,643 | $224,778 | |
| 4 | DTE |
Dte Energy Co
|
1,362 | $207,527 | |
| 5 | DUK |
Duke Energy CORP
|
1,238 | $156,706 | |
| 6 | ED |
Consolidated Edison Inc
|
1,081 | $119,590 | |
| 7 | NEE |
Nextera Energy Inc
|
1,086 | $95,318 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,155 | $93,739 |
All Filings in EXC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,972 | 171 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,382 | 171 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,792 | 87 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,915 | 87 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,777 | 87 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,008 | 87 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,274 | 87 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,527 | 87 | Shares | Sole | 2024-10-24 | |
| 2023-09-30 | $13,113 | 347 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $14,136 | 347 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $34,643 | 827 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $36,486 | 844 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $8,690 | 232 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,514 | 232 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $10,240 | 215 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||