Position in EXC
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$7,500
-$872,320 QoQ
Shares Held
153
-99.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $2,340,201 across 17 Utilities - Regulated Electric names. EXC ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
7,510 | $984,410 | |
| 2 | XEL |
Xcel Energy Inc
|
9,197 | $730,609 | |
| 3 | EIX |
Edison International
|
1,356 | $99,232 | |
| 4 | PCG |
PG&E Corp
|
5,314 | $93,366 | |
| 5 | CNP |
Centerpoint Energy Inc
|
2,051 | $88,521 | |
| 6 | ES |
Eversource Energy
|
1,100 | $76,208 | |
| 7 | FE |
Firstenergy Corp
|
1,496 | $75,787 | |
| 8 | ETR |
Entergy Corp /De/
|
662 | $74,382 |
All Filings in EXC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,500 | 153 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $879,820 | 20,184 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,886 | 153 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,538,333 | 58,460 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,512,391 | 32,821 | Shares | Sole | 2025-04-15 | |
| 2023-09-30 | $1,738 | 46 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $2,199 | 54 | Shares | Sole | 2023-11-27 | |
| 2023-03-31 | $2,262 | 54 | Shares | Sole | 2023-11-27 | |
| 2022-09-30 | $16,295 | 435 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $3,609,103 | 79,636 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,265,980 | 89,565 | Shares | Sole | 2022-08-16 | |
| 2021-12-31 | $3,339,568 | 57,818 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,158,370 | 23,963 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $930 | 21 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $349 | 8 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $337 | 8 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $965 | 27 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $979 | 27 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $294 | 8 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||