Position in EXC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$357,895
+$37,596 QoQ
Shares Held
7,301
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $357,895 | 7,301 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $320,299 | 7,348 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $342,931 | 7,619 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $319,050 | 7,348 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $345,784 | 7,504 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $294,834 | 7,833 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $296,704 | 7,317 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $252,203 | 7,287 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $279,595 | 7,442 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $286,769 | 7,988 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $297,293 | 7,867 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $324,290 | 7,960 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $318,280 | 7,598 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $365,898 | 8,464 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $803,741 | 21,456 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $824,416 | 18,191 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $977,843 | 20,530 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,909,311 | 102,308 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $4,868,996 | 100,724 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,570,539 | 103,149 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $12,692,040 | 290,170 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,070,680 | 96,416 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,804,575 | 106,392 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,992,705 | 110,022 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,394,773 | 146,557 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||