Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$383,915
-$10,745 QoQ
Shares Held
8,235
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#734
of 1,279 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Csenge Advisory Group holds $21,329,825 across 16 Utilities - Regulated Electric names. EXC ranks #12 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
55,255 | $6,994,177 | |
| 2 | SO |
Southern Co
|
61,500 | $5,886,165 | |
| 3 | ETR |
Entergy Corp /De/
|
9,079 | $1,042,813 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,446 | $1,018,687 | |
| 5 | NEE |
Nextera Energy Inc
|
11,360 | $997,067 | |
| 6 | D |
Dominion Energy, Inc
|
12,735 | $869,673 | |
| 7 | EIX |
Edison International
|
10,092 | $751,349 | |
| 8 | ES |
Eversource Energy
|
9,724 | $702,753 |
All Filings in EXC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,915 | 8,235 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $394,660 | 8,051 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $263,545 | 6,046 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $331,678 | 7,369 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||