Position in EXC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,235
-$431 QoQ
Shares Held
241
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,174
of 1,279 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026TD Capital Management LLC holds $480,588 across 13 Utilities - Regulated Electric names. EXC ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,680 | $235,223 | |
| 2 | SO |
Southern Co
|
723 | $69,198 | |
| 3 | AEP |
American Electric Power Co Inc
|
382 | $52,261 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
326 | $26,458 | |
| 5 | ED |
Consolidated Edison Inc
|
208 | $23,011 | |
| 6 | PPL |
PPL Corp
|
441 | $16,030 | |
| 7 | DUK |
Duke Energy CORP
|
121 | $15,316 | |
| 8 | PCG |
PG&E Corp
|
870 | $14,633 |
All Filings in EXC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,235 | 241 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,666 | 238 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,287 | 236 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $10,532 | 234 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $10,073 | 232 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||