Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$227,505
-$11,712 QoQ
Shares Held
4,880
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#910
of 1,279 holders
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Alpha Family Trust holds $3,638,125 across 10 Utilities - Regulated Electric names. EXC ranks #9 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
6,650 | $909,786 | |
| 2 | D |
Dominion Energy, Inc
|
6,540 | $446,616 | |
| 3 | ES |
Eversource Energy
|
5,440 | $393,148 | |
| 4 | EVRG |
Evergy, Inc.
|
3,970 | $343,127 | |
| 5 | NEE |
Nextera Energy Inc
|
3,660 | $321,238 | |
| 6 | ETR |
Entergy Corp /De/
|
2,560 | $294,041 | |
| 7 | FE |
Firstenergy Corp
|
5,435 | $258,379 | |
| 8 | AEE |
Ameren Corp
|
2,110 | $238,514 |
All Filings in EXC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,505 | 4,880 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $239,217 | 4,880 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $212,719 | 4,880 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $219,648 | 4,880 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $211,889 | 4,880 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $224,870 | 4,880 | Shares | Defined | 2025-05-13 | |
| 2023-12-31 | $225,452 | 6,280 | Shares | Defined | 2024-02-09 | |
| 2023-06-30 | $233,440 | 5,730 | Shares | Defined | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||