Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$60,512
-$3,115 QoQ
Shares Held
1,298
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,035
of 1,279 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026SFAM, LLC holds $107,896 across 6 Utilities - Regulated Electric names. EXC ranks #1 (56.1% of the industry book) .
All Filings in EXC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,512 | 1,298 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $63,627 | 1,298 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $56,579 | 1,298 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||