Position in EXC
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,003,929
+$308,146 QoQ
Shares Held
20,480
+28.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Brooklyn Investment Group holds $40,467,284 across 36 Utilities - Regulated Electric names. EXC ranks #11 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
72,152 | $6,701,477 | |
| 2 | SO |
Southern Co
|
42,483 | $4,100,459 | |
| 3 | NGG |
National Grid PLC
|
44,641 | $3,776,628 | |
| 4 | DUK |
Duke Energy CORP
|
23,664 | $3,098,564 | |
| 5 | AEP |
American Electric Power Co Inc
|
18,342 | $2,404,269 | |
| 6 | D |
Dominion Energy, Inc
|
23,622 | $1,460,312 | |
| 7 | CMS |
Cms Energy Corp
|
17,138 | $1,329,566 | |
| 8 | ETR |
Entergy Corp /De/
|
11,435 | $1,284,836 |
All Filings in EXC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,003,929 | 20,480 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $695,783 | 15,962 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $487,053 | 10,821 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $472,235 | 10,876 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $343,157 | 7,447 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $173,558 | 4,611 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $184,137 | 4,541 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||