Position in EXC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$200,139
New position
Shares Held
4,293
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#956
of 1,279 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 20%
Shared 20%
None 60%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Gryphon Financial Partners LLC holds $9,931,415 across 7 Utilities - Regulated Electric names. EXC ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
31,830 | $4,354,662 | |
| 2 | NEE |
Nextera Energy Inc
|
37,448 | $3,286,810 | |
| 3 | DUK |
Duke Energy CORP
|
8,787 | $1,112,258 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
3,237 | $377,984 | |
| 5 | KEP |
Korea Electric Power Corp
|
24,848 | $300,660 | |
| 6 | SO |
Southern Co
|
3,123 | $298,902 | |
| 7 | EXC |
Exelon Corp
This page
|
4,293 | $200,139 |
All Filings in EXC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,139 | 4,293 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||