Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,040,790
+$1,735,137 QoQ
Shares Held
43,775
+524.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#397
of 1,279 holders
Holding Since
Jun 2020
13 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, 2026Dynamic Technology Lab Private Ltd holds $15,976,347 across 12 Utilities - Regulated Electric names. EXC ranks #2 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXNM |
Txnm Energy Inc
|
71,498 | $4,059,656 | |
| 2 | EXC |
Exelon Corp
This page
|
43,775 | $2,040,790 | |
| 3 | XEL |
Xcel Energy Inc
|
25,062 | $2,012,478 | |
| 4 | FE |
Firstenergy Corp
|
35,439 | $1,684,770 | |
| 5 | DUK |
Duke Energy CORP
|
10,652 | $1,348,330 | |
| 6 | OGE |
Oge Energy Corp.
|
26,542 | $1,291,533 | |
| 7 | CNP |
Centerpoint Energy Inc
|
25,412 | $1,119,144 | |
| 8 | EVRG |
Evergy, Inc.
|
9,111 | $787,463 |
All Filings in EXC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,040,790 | 43,775 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $305,653 | 7,012 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,129,705 | 25,099 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $233,121 | 5,369 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $240,623 | 5,934 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,939,738 | 84,939 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,173,912 | 57,863 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $2,038,953 | 48,674 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $902,786 | 24,100 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $414,418 | 8,573 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $1,069,980 | 25,343 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,065,003 | 29,782 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,241,265 | 34,204 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||