Position in EXC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$482,144
+$22,974 QoQ
Shares Held
10,342
+10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#677
of 1,279 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MATHER GROUP, LLC. holds $23,289,790 across 30 Utilities - Regulated Electric names. EXC ranks #13 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
61,866 | $5,921,194 | |
| 2 | DUK |
Duke Energy CORP
|
35,549 | $4,499,792 | |
| 3 | ED |
Consolidated Edison Inc
|
15,160 | $1,677,150 | |
| 4 | CMS |
Cms Energy Corp
|
18,142 | $1,387,863 | |
| 5 | NEE |
Nextera Energy Inc
|
12,166 | $1,067,809 | |
| 6 | XEL |
Xcel Energy Inc
|
10,529 | $845,478 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
7,042 | $753,494 | |
| 8 | AEP |
American Electric Power Co Inc
|
5,410 | $740,142 |
All Filings in EXC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,144 | 10,342 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $459,170 | 9,367 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $416,546 | 9,556 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $506,992 | 11,264 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $348,836 | 8,034 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $247,818 | 5,378 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $160,609 | 4,267 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $204,169 | 5,035 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $559,955 | 16,179 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $507,044 | 13,496 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $482,783 | 13,448 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $431,032 | 11,406 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $460,484 | 11,303 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $736,509 | 17,582 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $767,505 | 17,754 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $658,022 | 17,566 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||