Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,465,302
-$802,108 QoQ
Shares Held
267,381
-1.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#207
of 1,279 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Van Hulzen Asset Management, LLC holds $14,020,416 across 5 Utilities - Regulated Electric names. EXC ranks #1 (88.9% of the industry book) .
All Filings in EXC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,465,302 | 267,381 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,267,410 | 270,653 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,528,332 | 287,413 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,360,736 | 274,622 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,924,695 | 274,636 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,529,907 | 250,215 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,308,412 | 353,571 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,088,651 | 347,439 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,206,837 | 439,377 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $16,554,995 | 440,644 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $15,814,596 | 440,518 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $16,948,739 | 448,498 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $17,814,705 | 437,278 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $18,266,720 | 436,064 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $12,193,021 | 282,050 | Shares | Sole | 2023-02-13 | |
| 2020-03-31 | $4,722,732 | 128,300 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||