Position in EXC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,775,241
+$2,748,722 QoQ
Shares Held
59,529
+10903.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#362
of 1,276 holders
Holding Since
Dec 2023
11 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, 2026BFSG, LLC holds $31,582,876 across 18 Utilities - Regulated Electric names. EXC ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
74,241 | $7,105,606 | |
| 2 | NEE |
Nextera Energy Inc
|
76,001 | $6,670,607 | |
| 3 | ES |
Eversource Energy
|
58,477 | $4,226,132 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
36,571 | $3,913,097 | |
| 5 | EXC |
Exelon Corp
This page
|
59,529 | $2,775,241 | |
| 6 | DUK |
Duke Energy CORP
|
14,406 | $1,823,511 | |
| 7 | AEP |
American Electric Power Co Inc
|
10,955 | $1,498,753 | |
| 8 | EMA |
Emera Inc
|
27,894 | $1,478,939 |
All Filings in EXC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,775,241 | 59,529 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $26,519 | 541 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $23,582 | 541 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $20,614 | 458 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $19,886 | 458 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $21,104 | 458 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $17,239 | 458 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $18,571 | 458 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $15,851 | 458 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $102,227 | 2,721 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $16,442 | 458 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||