Position in EXC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$706,106
-$37,870 QoQ
Shares Held
15,146
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#580
of 1,279 holders
Holding Since
Mar 2022
18 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, 2026Black Diamond Financial, LLC holds $1,700,607 across 5 Utilities - Regulated Electric names. EXC ranks #1 (41.5% of the industry book) .
All Filings in EXC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $706,106 | 15,146 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $743,976 | 15,177 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $660,606 | 15,155 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $636,981 | 14,152 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $614,349 | 14,149 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $651,893 | 14,147 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $532,380 | 14,144 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $573,701 | 14,148 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $486,858 | 14,067 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $518,015 | 13,788 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $494,989 | 13,788 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $521,048 | 13,788 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $561,723 | 13,788 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $577,579 | 13,788 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $596,055 | 13,788 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $516,498 | 13,788 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,012,766 | 22,347 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,064,387 | 22,347 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||