Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,827,172
-$11,664,495 QoQ
Shares Held
146,443
-61.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#264
of 1,279 holders
Holding Since
Jun 2020
25 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, 2026Gotham Asset Management, LLC holds $573,108,376 across 27 Utilities - Regulated Electric names. EXC ranks #20 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
751,305 | $64,935,291 | |
| 2 | DUK |
Duke Energy CORP
|
479,341 | $60,674,983 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
474,615 | $50,783,805 | |
| 4 | LNT |
Alliant Energy Corp
|
642,818 | $49,040,585 | |
| 5 | CNP |
Centerpoint Energy Inc
|
1,046,087 | $46,069,671 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
301,882 | $35,250,761 | |
| 7 | AEE |
Ameren Corp
|
279,323 | $31,574,671 | |
| 8 | OGE |
Oge Energy Corp.
|
645,045 | $31,387,889 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,827,172 | 146,443 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,491,667 | 377,227 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,159,802 | 531,310 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,731,252 | 527,244 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,260,833 | 374,501 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,508,469 | 206,347 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,367,972 | 169,181 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,454,461 | 134,512 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,942,169 | 142,796 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,024,348 | 107,116 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $590,016 | 16,435 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,464,511 | 91,678 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,930,994 | 47,398 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,373,220 | 247,630 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,771,752 | 226,041 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,500,327 | 333,698 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,661,447 | 433,836 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,870,945 | 60,276 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,704,492 | 150,701 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,914,753 | 163,731 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,354,650 | 120,845 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,265,745 | 97,525 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,681,161 | 134,561 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,022,611 | 84,525 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,891,248 | 134,782 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||