Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$211,235
New position
Shares Held
4,531
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#933
of 1,276 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Frisch Financial Group, Inc. holds $2,851,079 across 5 Utilities - Regulated Electric names. EXC ranks #4 (7.4% of the industry book) .
All Filings in EXC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,235 | 4,531 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||