Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,280,182
-$156,952 QoQ
Shares Held
70,360
+0.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#338
of 1,279 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 75%
Shared 25%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Tidal Investments LLC holds $412,425,315 across 30 Utilities - Regulated Electric names. EXC ranks #21 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
754,424 | $66,215,793 | |
| 2 | AEP |
American Electric Power Co Inc
|
317,890 | $43,490,530 | |
| 3 | ETR |
Entergy Corp /De/
|
355,791 | $40,866,154 | |
| 4 | XEL |
Xcel Energy Inc
|
505,096 | $40,559,208 | |
| 5 | IDA |
Idacorp Inc
|
218,614 | $33,076,298 | |
| 6 | OGE |
Oge Energy Corp.
|
678,233 | $33,002,817 | |
| 7 | D |
Dominion Energy, Inc
|
324,778 | $22,179,089 | |
| 8 | PCG |
PG&E Corp
|
1,070,885 | $18,012,285 |
All Filings in EXC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,280,182 | 70,360 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,437,134 | 70,117 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,999,906 | 68,821 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,427,749 | 53,938 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,186,761 | 50,363 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,074,723 | 23,323 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,973,164 | 52,422 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,802,771 | 44,458 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,444,621 | 41,740 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,602,398 | 69,268 | Shares | Defined | 2024-05-16 | |
| 2023-12-31 | $1,261,382 | 35,136 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $947,810 | 25,081 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $666,506 | 16,360 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $982,488 | 23,454 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $646,029 | 14,944 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,463,786 | 39,076 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $1,395,991 | 30,803 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $640,242 | 13,442 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $682,145 | 11,810 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $447,289 | 9,253 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $365,425 | 8,247 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $224,648 | 5,136 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||