Position in EXC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,503,696
+$277,337 QoQ
Shares Held
51,075
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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, 2026Richard Bernstein Advisors LLC holds $12,058,470 across 7 Utilities - Regulated Electric names. EXC ranks #1 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
This page
|
51,075 | $2,503,696 | |
| 2 | ETR |
Entergy Corp /De/
|
21,340 | $2,397,762 | |
| 3 | DUK |
Duke Energy CORP
|
12,486 | $1,634,916 | |
| 4 | SO |
Southern Co
|
16,902 | $1,631,381 | |
| 5 | NEE |
Nextera Energy Inc
|
16,501 | $1,532,612 | |
| 6 | CNP |
Centerpoint Energy Inc
|
28,472 | $1,228,851 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
13,950 | $1,129,252 |
All Filings in EXC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,503,696 | 51,075 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,226,359 | 51,075 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,537,933 | 56,386 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,282,998 | 121,672 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,606,645 | 121,672 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,819,011 | 128,029 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,875,724 | 70,918 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,454,471 | 70,918 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,664,389 | 70,918 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,545,956 | 70,918 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,678,290 | 70,873 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,887,366 | 70,873 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,968,869 | 70,873 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,063,839 | 70,873 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,654,902 | 70,873 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,077,802 | 89,978 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,285,652 | 89,978 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||