Position in EXC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,632,115
+$232,857 QoQ
Shares Held
120,809
+9.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
#284
of 1,279 holders
Holding Since
Mar 2025
6 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, 2026Trinity Legacy Partners, LLC holds $12,392,553 across 3 Utilities - Regulated Electric names. EXC ranks #2 (45.4% of the industry book) .
All Filings in EXC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,632,115 | 120,809 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,399,258 | 110,144 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,744,509 | 108,844 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,815,394 | 106,985 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,525,710 | 104,231 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $4,665,646 | 101,251 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||