Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,139
-$57 QoQ
Shares Held
432
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,125
of 1,279 holders
Holding Since
Mar 2020
5 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, 2026Kemnay Advisory Services Inc. holds $562,789 across 25 Utilities - Regulated Electric names. EXC ranks #10 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
831 | $72,936 | |
| 2 | TXNM |
Txnm Energy Inc
|
801 | $45,480 | |
| 3 | SO |
Southern Co
|
474 | $45,366 | |
| 4 | POR |
Portland General Electric Co /Or/
|
835 | $43,278 | |
| 5 | DUK |
Duke Energy CORP
|
328 | $41,518 | |
| 6 | AEP |
American Electric Power Co Inc
|
239 | $32,697 | |
| 7 | MGEE |
Mge Energy Inc
|
285 | $23,238 | |
| 8 | ETR |
Entergy Corp /De/
|
201 | $23,086 |
All Filings in EXC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,139 | 432 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,196 | 412 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,523 | 402 | Shares | Sole | 2026-02-17 | |
| 2021-06-30 | $779,812 | 17,599 | Shares | Sole | 2021-08-16 | |
| 2020-03-31 | $748,606 | 20,337 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||