Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,023,542
+$756,874 QoQ
Shares Held
21,955
+303.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#515
of 1,279 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Arax Advisory Partners holds $135,653,293 across 39 Utilities - Regulated Electric names. EXC ranks #20 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
172,534 | $23,604,376 | |
| 2 | ES |
Eversource Energy
|
252,056 | $18,216,087 | |
| 3 | NEE |
Nextera Energy Inc
|
177,718 | $15,598,308 | |
| 4 | EIX |
Edison International
|
188,992 | $14,070,454 | |
| 5 | PCG |
PG&E Corp
|
581,298 | $9,777,432 | |
| 6 | SO |
Southern Co
|
94,918 | $9,084,601 | |
| 7 | DUK |
Duke Energy CORP
|
41,073 | $5,199,020 | |
| 8 | ED |
Consolidated Edison Inc
|
45,071 | $4,986,204 |
All Filings in EXC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,023,542 | 21,955 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $266,668 | 5,440 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $782,832 | 17,959 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $716,784 | 15,925 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $70,774 | 1,630 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $67,691 | 1,469 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,137 | 535 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,338 | 107 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $5,635 | 150 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $4,723 | 125 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,092 | 125 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,236 | 125 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $5,403 | 125 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $4,682 | 125 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,665 | 125 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $5,953 | 125 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,220 | 125 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||