Position in EXC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$20,419
-$1,051 QoQ
Shares Held
438
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,124
of 1,279 holders
Holding Since
Mar 2020
26 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, 2026Princeton Global Asset Management LLC holds $25,117,208 across 18 Utilities - Regulated Electric names. EXC ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
115,709 | $13,290,335 | |
| 2 | NEE |
Nextera Energy Inc
|
53,973 | $4,737,210 | |
| 3 | XEL |
Xcel Energy Inc
|
55,475 | $4,454,642 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
9,873 | $801,292 | |
| 5 | DTE |
Dte Energy Co
|
4,380 | $667,380 | |
| 6 | ED |
Consolidated Edison Inc
|
3,566 | $394,506 | |
| 7 | SO |
Southern Co
|
2,872 | $274,879 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,423 | $194,680 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,419 | 438 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $21,470 | 438 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $19,092 | 438 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $19,714 | 438 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $19,017 | 438 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $20,183 | 438 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $19,158 | 509 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $20,639 | 509 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $23,015 | 665 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $22,279 | 593 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $21,216 | 591 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $22,296 | 590 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $24,036 | 590 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $24,631 | 588 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $25,376 | 587 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $21,989 | 587 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $26,602 | 587 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $31,531 | 662 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $12,938 | 224 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $7,202 | 149 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $6,602 | 149 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,517 | 149 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $24,783 | 587 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,328 | 149 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $22,971 | 633 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $23,300 | 633 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||