Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$742,003
New position
Shares Held
15,916
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#575
of 1,279 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Blue Chip Partners, LLC holds $56,416,866 across 7 Utilities - Regulated Electric names. EXC ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
135,909 | $20,708,454 | |
| 2 | XEL |
Xcel Energy Inc
|
212,165 | $17,036,849 | |
| 3 | NEE |
Nextera Energy Inc
|
185,203 | $16,255,267 | |
| 4 | AEP |
American Electric Power Co Inc
|
6,188 | $846,580 | |
| 5 | EXC |
Exelon Corp
This page
|
15,916 | $742,003 | |
| 6 | ES |
Eversource Energy
|
8,060 | $582,496 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,100 | $245,217 |
All Filings in EXC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,003 | 15,916 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||