Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$160,139
-$20,156 QoQ
Shares Held
3,435
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#973
of 1,277 holders
Holding Since
Jun 2021
21 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, 2026Deseret Mutual Benefit Administrators holds $2,945,694 across 23 Utilities - Regulated Electric names. EXC ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,434 | $308,095 | |
| 2 | NEE |
Nextera Energy Inc
|
3,433 | $301,314 | |
| 3 | SO |
Southern Co
|
2,598 | $248,654 | |
| 4 | D |
Dominion Energy, Inc
|
3,113 | $212,586 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,386 | $189,618 | |
| 6 | EXC |
Exelon Corp
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|
3,435 | $160,139 | |
| 7 | EIX |
Edison International
|
1,825 | $135,871 | |
| 8 | ED |
Consolidated Edison Inc
|
1,171 | $129,547 |
All Filings in EXC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,139 | 3,435 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $180,295 | 3,678 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $89,097 | 2,044 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $99,832 | 2,218 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $96,305 | 2,218 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $102,205 | 2,218 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $84,426 | 2,243 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $90,953 | 2,243 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $68,839 | 1,989 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $74,726 | 1,989 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $62,645 | 1,745 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $85,783 | 2,270 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $97,327 | 2,389 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $98,525 | 2,352 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $101,676 | 2,352 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $172,166 | 4,596 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $287,736 | 6,349 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $335,648 | 7,047 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $493,443 | 8,543 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $412,968 | 8,543 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $496,228 | 11,199 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||