Position in EXC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$12,214
+$3,832 QoQ
Shares Held
262
+53.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,166
of 1,279 holders
Holding Since
Mar 2023
13 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, 2026Stone House Investment Management, LLC holds $631,807 across 24 Utilities - Regulated Electric names. EXC ranks #10 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
1,834 | $207,315 | |
| 2 | FE |
Firstenergy Corp
|
2,272 | $108,010 | |
| 3 | SO |
Southern Co
|
1,104 | $105,663 | |
| 4 | NEE |
Nextera Energy Inc
|
585 | $51,345 | |
| 5 | D |
Dominion Energy, Inc
|
385 | $26,291 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
178 | $20,785 | |
| 7 | TXNM |
Txnm Energy Inc
|
317 | $17,999 | |
| 8 | XEL |
Xcel Energy Inc
|
211 | $16,943 |
All Filings in EXC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,214 | 262 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,382 | 171 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,453 | 171 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,426 | 165 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $7,164 | 165 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,893 | 193 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $7,826 | 193 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,741 | 137 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,805 | 261 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,918 | 137 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $5,177 | 137 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,581 | 137 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,738 | 137 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||