Position in EXC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$40,652
-$1,848 QoQ
Shares Held
872
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,071
of 1,276 holders
Holding Since
Sep 2021
20 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, 2026NVWM, LLC holds $6,736,704 across 22 Utilities - Regulated Electric names. EXC ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
24,727 | $1,985,578 | |
| 2 | NEE |
Nextera Energy Inc
|
22,401 | $1,966,135 | |
| 3 | DUK |
Duke Energy CORP
|
13,504 | $1,709,335 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
6,156 | $499,620 | |
| 5 | IDA |
Idacorp Inc
|
2,316 | $350,410 | |
| 6 | PPL |
PPL Corp
|
2,005 | $72,881 | |
| 7 | AEP |
American Electric Power Co Inc
|
426 | $58,281 | |
| 8 | EXC |
Exelon Corp
This page
|
872 | $40,652 |
All Filings in EXC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,652 | 872 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $42,500 | 867 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $37,792 | 867 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $39,023 | 867 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $37,645 | 867 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $39,951 | 867 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $32,445 | 862 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $34,751 | 857 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $29,833 | 862 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $32,197 | 857 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $30,048 | 837 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $31,630 | 837 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $34,099 | 837 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $35,061 | 837 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $36,183 | 837 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $31,354 | 837 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $37,932 | 837 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $39,866 | 837 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $48,345 | 837 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $40,460 | 837 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||