Position in EXC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$479,813
+$140,203 QoQ
Shares Held
10,292
+48.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#678
of 1,279 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $23,199,971 across 19 Utilities - Regulated Electric names. EXC ranks #13 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
145,423 | $12,763,776 | |
| 2 | ED |
Consolidated Edison Inc
|
12,083 | $1,336,742 | |
| 3 | ES |
Eversource Energy
|
12,643 | $913,709 | |
| 4 | SO |
Southern Co
|
8,902 | $852,010 | |
| 5 | EIX |
Edison International
|
9,856 | $733,779 | |
| 6 | DUK |
Duke Energy CORP
|
5,744 | $727,075 | |
| 7 | PCG |
PG&E Corp
|
41,595 | $699,627 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
6,999 | $568,038 |
All Filings in EXC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,813 | 10,292 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $339,610 | 6,928 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $256,352 | 5,881 | Shares | Sole | 2026-02-10 | |
| 2023-09-30 | $11,072 | 293 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $9,044 | 222 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $50,770 | 1,212 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $9,251 | 214 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $316,560 | 6,985 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $250,105 | 5,251 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||