Position in EXC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$42,983
-$938 QoQ
Shares Held
922
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,066
of 1,279 holders
Holding Since
Mar 2020
26 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, 2026MV CAPITAL MANAGEMENT, INC. holds $3,095,528 across 27 Utilities - Regulated Electric names. EXC ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
24,069 | $2,112,536 | |
| 2 | DUK |
Duke Energy CORP
|
1,848 | $233,919 | |
| 3 | SO |
Southern Co
|
1,713 | $163,951 | |
| 4 | EVRG |
Evergy, Inc.
|
716 | $61,883 | |
| 5 | AEP |
American Electric Power Co Inc
|
401 | $54,860 | |
| 6 | D |
Dominion Energy, Inc
|
803 | $54,836 | |
| 7 | ED |
Consolidated Edison Inc
|
426 | $47,128 | |
| 8 | DTE |
Dte Energy Co
|
303 | $46,168 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,983 | 922 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $43,921 | 896 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $38,925 | 893 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $39,743 | 883 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $38,339 | 883 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $40,688 | 883 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $39,409 | 1,047 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $42,658 | 1,052 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $36,098 | 1,043 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $34,489 | 918 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $38,556 | 1,074 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $44,025 | 1,165 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $44,243 | 1,086 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $46,414 | 1,108 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $43,705 | 1,011 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $38,433 | 1,026 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $45,591 | 1,006 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $45,105 | 947 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $50,597 | 876 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $40,363 | 835 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $33,143 | 748 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $27,337 | 625 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $25,331 | 600 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $21,455 | 600 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $21,774 | 600 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $22,086 | 600 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||