Position in EXC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$311,571
+$29,675 QoQ
Shares Held
6,356
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Vivaldi Capital Management LP holds $954,114 across 2 Utilities - Regulated Electric names. EXC ranks #2 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
6,918 | $642,543 | |
| 2 | EXC |
Exelon Corp
This page
|
6,356 | $311,571 |
All Filings in EXC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $311,571 | 6,356 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $281,896 | 6,467 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $291,889 | 6,485 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $279,190 | 6,430 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $362,142 | 7,859 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $294,645 | 7,828 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $313,046 | 7,720 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||