Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,624,753
-$24,966 QoQ
Shares Held
34,851
+3.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#430
of 1,277 holders
Holding Since
Mar 2020
26 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, 2026Empirical Finance, LLC holds $37,869,565 across 23 Utilities - Regulated Electric names. EXC ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
70,396 | $6,178,656 | |
| 2 | DUK |
Duke Energy CORP
|
31,163 | $3,944,612 | |
| 3 | SO |
Southern Co
|
37,799 | $3,617,742 | |
| 4 | AEP |
American Electric Power Co Inc
|
18,071 | $2,472,293 | |
| 5 | D |
Dominion Energy, Inc
|
29,275 | $1,999,189 | |
| 6 | ETR |
Entergy Corp /De/
|
14,767 | $1,696,137 | |
| 7 | EIX |
Edison International
|
22,398 | $1,667,531 | |
| 8 | EXC |
Exelon Corp
This page
|
34,851 | $1,624,753 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,624,753 | 34,851 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,649,719 | 33,654 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,468,416 | 33,687 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,582,641 | 35,162 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,511,537 | 34,812 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,593,722 | 34,586 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,271,441 | 33,779 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,386,526 | 34,193 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,157,773 | 33,452 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,338,393 | 35,624 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,235,462 | 34,414 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,290,528 | 34,150 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,259,191 | 30,908 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,141,167 | 27,242 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $1,116,717 | 25,832 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $888,963 | 23,731 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $897,562 | 19,805 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $893,062 | 18,750 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $963,321 | 16,678 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $589,264 | 12,190 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $432,732 | 9,766 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $427,165 | 9,766 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $412,320 | 9,766 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $287,367 | 8,036 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $51,677 | 1,424 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $205,216 | 5,575 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||