Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$364,242
-$73,996 QoQ
Shares Held
7,813
-12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#743
of 1,277 holders
Holding Since
Jun 2021
20 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, 2026MCF Advisors LLC holds $7,671,467 across 23 Utilities - Regulated Electric names. EXC ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,800 | $3,756,556 | |
| 2 | PNW |
Pinnacle West Capital Corp
|
10,889 | $1,165,123 | |
| 3 | DUK |
Duke Energy CORP
|
6,762 | $855,933 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,765 | $378,279 | |
| 5 | EXC |
Exelon Corp
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|
7,813 | $364,242 | |
| 6 | SO |
Southern Co
|
3,752 | $359,103 | |
| 7 | DTE |
Dte Energy Co
|
1,586 | $241,658 | |
| 8 | D |
Dominion Energy, Inc
|
1,410 | $96,288 |
All Filings in EXC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,242 | 7,813 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $438,238 | 8,940 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $241,880 | 5,549 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $138,495 | 3,077 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $133,603 | 3,077 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $141,788 | 3,077 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $113,635 | 3,019 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $122,420 | 3,019 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $104,487 | 3,019 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $113,423 | 3,019 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $105,402 | 2,936 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $110,951 | 2,936 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $108,286 | 2,658 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $111,343 | 2,658 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $96,921 | 2,242 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $83,985 | 2,242 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $101,607 | 2,242 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $106,786 | 2,242 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $108,378 | 2,242 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $98,235 | 2,217 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||