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Equibles

LSP Investment Advisors, LLC

Position in EXC — Exelon Corp

CIK 1728850 New York, NY
Back to EXC Full portfolio

Position in EXC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$537,062
-$113,629 QoQ
Shares Held
11,520
-13.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#643
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in EXC Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

LSP Investment Advisors, LLC holds $1,667,339 across 4 Utilities - Regulated Electric names. EXC ranks #1 (32.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EXC
Exelon Corp
This page 		11,520 $537,062
2 CNP
Centerpoint Energy Inc
 11,948 $526,189
3 PEG
Public Service Enterprise Group Inc
 3,934 $319,283
4 DUK
Duke Energy CORP
 2,250 $284,805

All Filings in EXC

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $537,062 11,520
2026-03-31 $650,691 13,274
2025-12-31 $578,613 13,274
2025-09-30 $597,462 13,274
2025-06-30 $576,357 13,274
2025-03-31 $611,665 13,274
2024-12-31 $499,633 13,274
2024-09-30 $538,260 13,274
2024-06-30 $459,413 13,274
2024-03-31 $498,704 13,274
2023-12-31 $476,536 13,274
2023-09-30 $501,624 13,274
2023-06-30 $540,782 13,274
2023-03-31 $556,047 13,274
2022-12-31 $573,835 13,274
2022-09-30 $497,244 13,274
2022-06-30 $601,577 13,274
2022-03-31 $632,240 13,274
2021-12-31 $24,625,347 426,339
2021-09-30 $22,078,076 456,725
2021-06-30 $19,943,962 450,100
2021-03-31 $19,687,381 450,100
2020-12-31 $19,003,207 450,100
2020-09-30 $16,095,563 450,100
2020-06-30 $16,334,160 450,100
2020-03-31 $16,568,212 450,100

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