Position in EXC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$873,487
+$575,322 QoQ
Shares Held
17,819
+159.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
3 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, 2026SIMPLEX TRADING, LLC holds $7,336,811 across 14 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
14,605 | $1,848,700 | |
| 2 | ETR |
Entergy Corp /De/
|
13,431 | $1,542,684 | |
| 3 | SO |
Southern Co
|
13,084 | $1,252,269 | |
| 4 | HE |
Hawaiian Electric Industries Inc
|
62,708 | $848,439 | |
| 5 | ED |
Consolidated Edison Inc
|
4,442 | $491,418 | |
| 6 | POR |
Portland General Electric Co /Or/
|
8,426 | $436,719 | |
| 7 | TXNM |
Txnm Energy Inc
|
5,144 | $292,076 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
2,165 | $252,807 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $873,487 | 17,819 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $298,165 | 6,867 | Shares | Sole | 2025-08-05 | |
| 2021-12-31 | $1,759,543 | 30,463 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||