Position in EXC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$294,218
-$606,307 QoQ
Shares Held
6,002
-70.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
10 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MIRABELLA FINANCIAL SERVICES LLP holds $7,243,697 across 11 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
15,726 | $1,359,198 | |
| 2 | OGE |
Oge Energy Corp.
|
20,147 | $980,353 | |
| 3 | LNT |
Alliant Energy Corp
|
10,641 | $811,801 | |
| 4 | IDA |
Idacorp Inc
|
5,061 | $765,729 | |
| 5 | CMS |
Cms Energy Corp
|
8,230 | $629,595 | |
| 6 | DUK |
Duke Energy CORP
|
4,196 | $531,129 | |
| 7 | SO |
Southern Co
|
5,377 | $514,632 | |
| 8 | POR |
Portland General Electric Co /Or/
|
9,760 | $505,860 |
All Filings in EXC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $294,218 | 6,002 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $900,525 | 20,659 | Shares | Sole | 2026-02-17 | |
| 2024-06-30 | $1,276,797 | 36,891 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $244,012 | 6,797 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $336,278 | 8,977 | Shares | Sole | 2022-10-28 | |
| 2022-03-31 | $285,398 | 5,992 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $7,389,238 | 127,930 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $457,102 | 9,456 | Shares | Sole | 2021-11-15 | |
| 2020-09-30 | $213,165 | 5,961 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $296,308 | 8,165 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||