Position in EXC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$38,088
-$1,961 QoQ
Shares Held
817
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,078
of 1,279 holders
Holding Since
Mar 2023
14 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, 2026Jackson, Grant Investment Advisers, Inc. holds $1,499,849 across 9 Utilities - Regulated Electric names. EXC ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,926 | $432,355 | |
| 2 | AEP |
American Electric Power Co Inc
|
2,655 | $363,230 | |
| 3 | SO |
Southern Co
|
2,311 | $221,185 | |
| 4 | XEL |
Xcel Energy Inc
|
2,376 | $190,792 | |
| 5 | ED |
Consolidated Edison Inc
|
1,357 | $150,124 | |
| 6 | DUK |
Duke Energy CORP
|
636 | $80,504 | |
| 7 | EXC |
Exelon Corp
This page
|
817 | $38,088 | |
| 8 | CNP |
Centerpoint Energy Inc
|
300 | $13,212 |
All Filings in EXC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,088 | 817 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $40,049 | 817 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $35,613 | 817 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,825 | 85 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,690 | 85 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,916 | 85 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,199 | 85 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,446 | 85 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,941 | 85 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,193 | 85 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,051 | 85 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,212 | 85 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,462 | 85 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,560 | 85 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||