Position in EXC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$30,582
-$1,575 QoQ
Shares Held
656
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,090
of 1,279 holders
Holding Since
Mar 2020
26 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, 2026Moisand Fitzgerald Tamayo, LLC holds $1,208,005 across 8 Utilities - Regulated Electric names. EXC ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
4,893 | $571,355 | |
| 2 | NEE |
Nextera Energy Inc
|
4,850 | $425,684 | |
| 3 | DUK |
Duke Energy CORP
|
763 | $96,580 | |
| 4 | EVRG |
Evergy, Inc.
|
534 | $46,153 | |
| 5 | EXC |
Exelon Corp
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|
656 | $30,582 | |
| 6 | CNP |
Centerpoint Energy Inc
|
315 | $13,872 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
168 | $13,634 | |
| 8 | SO |
Southern Co
|
106 | $10,145 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,582 | 656 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $32,157 | 656 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $28,595 | 656 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $29,526 | 656 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $28,483 | 656 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $30,228 | 656 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $24,691 | 656 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $26,600 | 656 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $22,704 | 656 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $24,645 | 656 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $23,550 | 656 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $30,798 | 815 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $33,203 | 815 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $34,140 | 815 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $35,232 | 815 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $20,603 | 550 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $17,720 | 391 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $18,623 | 391 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $22,584 | 391 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $18,900 | 391 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $17,325 | 391 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $17,102 | 391 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $22,418 | 531 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $18,988 | 531 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $19,270 | 531 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $19,546 | 531 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||