Position in EXC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$86,863
+$9,622 QoQ
Shares Held
1,772
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026ATLAS CAPITAL ADVISORS INC. holds $2,299,836 across 21 Utilities - Regulated Electric names. EXC ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
9,014 | $659,644 | |
| 2 | KEP |
Korea Electric Power Corp
|
32,999 | $470,235 | |
| 3 | PCG |
PG&E Corp
|
22,558 | $396,344 | |
| 4 | ETR |
Entergy Corp /De/
|
3,221 | $361,911 | |
| 5 | EXC |
Exelon Corp
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|
1,772 | $86,863 | |
| 6 | CNP |
Centerpoint Energy Inc
|
1,980 | $85,456 | |
| 7 | ELPC |
Energy Co Of Parana
|
5,177 | $61,813 | |
| 8 | D |
Dominion Energy, Inc
|
962 | $59,470 |
All Filings in EXC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,863 | 1,772 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $77,241 | 1,772 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $64,826 | 1,493 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $347,351 | 7,538 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $133,584 | 3,549 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $184,948 | 4,561 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $156,333 | 4,517 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $169,703 | 4,517 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $174,474 | 4,860 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $230,027 | 6,087 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $255,928 | 6,282 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $283,469 | 6,767 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $322,711 | 7,465 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $374,600 | 10,000 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $464,348 | 10,246 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $578,513 | 12,146 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $401,778 | 6,956 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $297,870 | 6,162 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $293,111 | 6,615 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $288,859 | 6,604 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $278,820 | 6,604 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $243,954 | 6,822 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $384,384 | 10,592 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $517,071 | 14,047 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||